GP
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Gregory Porter

24 Years of Experience
Bellevue, WA

Gregory Porter is a registered investment advisor at Berntson Porter Wealth Management, LLC, based in Bellevue, WA, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
18 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

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

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Location

11100 NE 8th St Ste 400, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is a managing member of Pluto Investments I, LLC and Pluto Investments II, LLC, both formed to hold personal investments, dedicating minimal time to each. He is also a manager of Global Chemical Solutions, which is inactive.

Employment History
Current Registrations
Berntson Porter Wealth Management, LLC
October 2001 - Present · 24 yrs 7 mos
State Registrations10 states
AZCAHIIAIDMAMTNVORWA
Advisor

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.