Michael Porter
Michael Porter is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 20 years of industry experience. Michael 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
701 North Post Oak Rd, Suite 320, Houston, TX, 77024
Get directionsHistory
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
Michael is the Director of Field Development for Totus Wealth Management, LLC, and a CPA/Manager/Owner at M D Porter, PLLC, providing tax and accounting services. He also sells life, disability, annuities, and long-term care insurance, dedicating minimal time to this activity, and owns a dormant LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Allstate Financial Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.