Matthew Porter
Matthew Porter is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Idaho Falls, ID, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1858 E 1st St, Idaho Falls, ID, 83401
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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
Matthew owns and manages an office building through MJP Properties, and provides tax preparation services through Cornerstone Tax Services. He also sells life settlements as an insurance agent and operates Cornerstone Advisory Group for financial services and public speaking, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Securities America Advisors, INC.
Securities America, INC.Broker
Beneficial Investment Services, INC.Broker
Equity Services, INC.Broker
State Registrations17 states
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