Daniel Porter is a registered investment advisor, based in North Richland Hills, TX, with 48 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5587 Davis Blvd., Ste 100, North Richland Hills, TX, 76180
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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 1 mo
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 11 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.
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