Luke Porter is a CFP-designated registered investment advisor, based in Philadelphia, PA, with 14 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Philadelphia, PA
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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
Luke sells fixed insurance products through Drake, Lehner and Morgan, LLC, dedicating minimal time to this activity. He also serves as the Interim Board Chair for The Divorce Recovery Center, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Keel Point Capital, LLC
Keel Point Capital, LLCBroker
Compass Ion Advisors, LLC
Previous Registrations
Apw Capital, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations6 states
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
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