Steven Porter
Steven Porter is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Winter Park, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
631 W Morse Blvd, Suite 125, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations11 states
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