Darlene Porter
Darlene Porter is a registered investment advisor at Raymond James & Associates, INC., based in Daytona Beach, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
444 Seabreeze Blvd, Suite 700, Daytona Beach, FL, 32118
Get directionsHistory
Regulatory History (1)
Regulatory
April 2008Other Business Activities
Darlene is a notary public for the state of Florida since 2014, spending minimal time on it. She also co-owns rental property and is the treasurer/secretary for Kershores Club, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
State Registrations1 state
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.