Daniel Porter is a registered investment advisor, based in North Richland Hills, TX, with 48 years of industry experience.
Location
5587 Davis Blvd., Ste 100, North Richland Hills, TX, 76180
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Regulatory History (3)
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Customer Dispute
May 1995Settled
Customer Dispute
July 1994Award / Judgment
Customer Dispute
October 1993Settled
Other Business Activities
Daniel is associated with Porter, Morgan & Associates, doing business as (DBA) since 2008. This activity is not investment-related.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 4 yrs
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 10 mos
Previous Registrations
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
First Allied Advisory Services, INC.
January 2007 - November 2020 · 13 yrs 10 mos
Ffp Advisory Services INC
October 2006 - January 2007 · 3 mos
Ffp Securities, INC.Broker
October 2006 - May 2008 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
January 1999 - October 2006 · 7 yrs 9 mos
Raymond James Financial Services
January 1999 - October 2006 · 7 yrs 9 mos
Robert Thomas Securities, INCBroker
June 1997 - January 1999 · 1 yr 7 mos
Painewebber IncorporatedBroker
April 1989 - July 1997 · 8 yrs 3 mos
Rotan Mosle INC.Broker
September 1986 - April 1989 · 2 yrs 7 mos
Dean Witter Reynolds INC.Broker
March 1981 - September 1986 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - April 1981 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
March 1978 - September 1978 · 6 mos
State Registrations23 states
ARAZCACOCTDEFLGAKSLAMDNCNJNMNYOHOKPASCTNTXVAWI
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.