Tommy Porter
Tommy Porter is a registered investment advisor at Founders Financial Alliance, LLC, based in Raleigh, NC, with 34 years of industry experience. Tommy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B 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 | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
9212 Falls of Neuse Rd., Suite 221, Raleigh, NC, 27615
Get directionsHistory
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
Tommy is involved in several business activities, including DBAs for LPL business, real estate rentals, and providing investment advisory services through Founders Financial Alliance, LLC. He also works as an insurance agent through Asset Insure, Inc, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations52 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.