Curtis Porter
Curtis Porter is a registered investment advisor at First Heartland Consultants, INC., based in Londonderry, NH, with 25 years of industry experience. Curtis 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 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
80 Nashua Road, Suite A4, Londonderry, NH, 03053
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2009Other Business ActivitiesSells Insurance
Curtis is involved with Porter and Associates LLC, focusing on the sale and distribution of insurance products, and First Heartland Consultants, providing investment advisory services. He also owns Porter Tax Preparation Services, LLC, offering tax preparation services.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Great American Advisors, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations10 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.