Daniel Porter is a CFP-designated registered investment advisor, based in West Des Moines, IA, with 35 years of industry experience.
Location
214 5th Street, West Des Moines, IA, 50265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance agent selling fixed insurance products and co-owner of Legacy Capital Partners, Inc., an operating company for investment advisory, insurance, and securities business. He is also a co-owner of ComPort, LLC, which buys and manages branch office property, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Fsc Securities Corporation
Diversified Financial Advisory Group, INC.
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.