Julius Porter (CRD# 6269637) is an Investment Advisor Representative working at Avantax Advisory Services in Dearborn, MI and has over 10 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Troy High School | Dearborn, MI | Nov 2021 - Current | 2 |
| Reach Financial Services | South Lyon, MI | Jan 2021 - Current | 3 |
| Avantax Insurance Agency, LLC | South Lyon, MI | Dec 2019 - Current | 4 |
| Avantax Investment Services, Inc. | South Lyon, MI | Dec 2019 - Current | 4 |
| Avantax Advisory Services | South Lyon, MI | Dec 2019 - Current | 4 |
| J.r. Financial Services LLC | South Lyon, MI | Jan 2018 - Current | 6 |
| The O.n. Equity Sales Company | Cincinnati, OH | May 2017 - Dec 2019 | 2 |
| On Investment Management Co | Cincinnati, OH | Apr 2017 - Dec 2019 | 2 |
| Financial Architects Inc. | Farmington Hills, MI | Apr 2017 - Dec 2019 | 2 |
| Ohio National Life Insurance Company | Cincinnati, OH | Apr 2017 - Dec 2019 | 2 |
| Edward Jones | St Louis, MO | Dec 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- MI
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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