Eric Porter is a CFP-designated registered investment advisor, based in Monroeville, PA, with 30 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
111 Whitehead Lane, # 400, Monroeville, PA, 15146
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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
Eric is an insurance agent at Century Insurance Consultants, Ltd, selling various insurance products and dedicating nearly full-time hours to this role. He also manages WPK Enterprises LLC and owns Centurion Senior Services, dedicating minimal time to each.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
The Codrick Financial Group, INC.Broker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
State Registrations11 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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