Timothy Porter
Timothy Porter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hudson, OH, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5790 Hudson Drive, Hudson, OH, 44236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is an employee and financial advisor at Wentz Financial Group since 2015. This takes about half of Timothy's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Westminster Financial Securities, INC.Broker
Westminster Financial Advisory CORP
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations35 states
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