Julius Porter
Julius Porter is a registered investment advisor at Cetera Investment Advisers LLC, based in Dearborn, MI, with 12 years of industry experience. Julius 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
Firm Size
IM Fee
Assets Under Management
Location
Dearborn, MI
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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
Julius assists clients with life insurance contracts and can sell various annuity products through Ohio National Life Insurance Company and Avantax Insurance Agency LLC, dedicating a few hours per week to each. He also works full-time as a financial consultant under REACH Financial Services and provides accounting and tax services through J.R. Financial Services LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Edward Jones
Edward JonesBroker
State Registrations12 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.