Julia Porter is a registered investment advisor, based in Orlando, FL, with 1 years of industry experience.
Location
800 N Magnolia Ave, Suite 1650, Orlando, FL, 32803
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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
Julia works as a financial consultant for Florida Financial Advisors (RIA) and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. She also engages in fixed insurance sales for Florida Financial Insurance, spending a few hours per week.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
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.