Richard Porter is a registered investment advisor, based in Oklahoma City, OK, with 51 years of industry experience.
Location
700 Cedar Lake Blvd., Oklahoma City, OK, 73114
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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
Richard is an advisory representative of a registered investment advisor and an independent insurance agent for various companies, dedicating about half his time and about 10-20% of his time respectively. He also owns real estate, participates in political action committees, volunteers for Junior Achievement, and is an independent insurance agent for various agencies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations8 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.