ZP
ZP
Zachary Porter
11 Years of Experience
Naperville, IL
Broker
Zachary Porter is a registered investment advisor at Cetera Investment Advisers LLC, based in Naperville, IL, with 11 years of industry experience. Zachary 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
956 Hidden Lake Road, Naperville, IL, 60565
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Cetera Investment Services LLCBroker
August 2021 - Present · 4 yrs 9 mos
Cetera Investment Services LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
December 2014 - July 2021 · 6 yrs 7 mos
State Registrations1 state
IL
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.