Andrew Porterfield
Andrew Porterfield is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, CO, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
210 E. Simpson, Lafayette, CO, 80026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the officer and president of Porterfield Financial LLC, which is used for business expenses. He is also a partner in Simpson 210 LLC, a rental real estate business that owns the building where his RJ branch is located, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations25 states
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