DP
DP

Daniel Porter

12 Years of Experience
Radnor, PA
Broker

Daniel Porter is a registered investment advisor at Mondrian Investment Partners (U.S.), INC., based in Radnor, PA, with 12 years of industry experience. Daniel 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
9 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

201 King of Prussia Road, Suite 620, Radnor, PA, 19087

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel works as an Institutional Business Development Officer at Mondrian Investment Partners, dedicating nearly full-time hours to this role. He is also a registered representative of Foreside Fund Services LLC, an unaffiliated broker dealer.

Employment History
Current Registrations
Mondrian Investment Partners (U.S.), INC.
August 2021 - Present · 4 yrs 9 mos
Foreside Fund Services, LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Aberdeen Fund Distributors, LLCBroker
May 2013 - December 2018 · 5 yrs 7 mos
Vanguard Marketing CorporationBroker
August 2010 - May 2011 · 9 mos
State Registrations51 states
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AdvisorBrokerBoth

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.
Daniel Porter - Financial Advisor | TrueAdvisor