Paul Porter, CFP®
Hollywood, Florida, 33019
Member Since 2012
I am a CERTIFED FINANCIAL PLANNER™ professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed.
My Location
Background Information
Years of Financial Experience
- 26
Education
- U. of Delaware (BA)
- Stonier Graduate School of Banking (3 years)
Certifications and Designations
- CFP®
Association Memberships
- FPA
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 2543647
- Securities Registrations: Series 7, Series 24, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Paul Porter
- Broker/Dealer: LPL Financial
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementSecurities offered through LPL Financial Member FINRA/SIPC
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Health
Visit Website - http://www.lpl.com/paul.porter
