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Paul Porter

Wells Fargo Advisors
25 Years of Experience
West Chester, PA
4 DisclosuresBroker
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Paul Porter is a registered investment advisor at Wells Fargo Advisors, based in West Chester, PA, with 25 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

17 N High St, West Chester, PA, 19380

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2019
Denied
Customer Dispute
March 2018
Settled
Customer Dispute
May 2012
Denied
Customer Dispute
October 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
March 2007 - Present · 19 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2006 - Present · 20 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
January 2001 - October 2006 · 5 yrs 9 mos
State Registrations14 states
CADEFLINMDNCNJOHPASCTXVAVTWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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