David Porter
David Porter is a CFP-designated registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 45 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).
Fee Estimator
Location
9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2022Customer Dispute
December 1999Other Business ActivitiesSells Insurance
David operates Kentucky Planning Partners LLC and KPP Advisory Services LLC, spending full-time hours on each. He also works with Crump Insurance LTC Office and Capitas Financial, dedicating minimal time to non-variable insurance brokerage.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Centennial Financial Services, INC.Broker
J.C. Bradford & CO.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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