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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Duncan Porter is an investment advisor representative with Corient. Andrew is licensed in California and Texas and has been in the industry since 2018. Andrew holds the Series 65 license and has a strong background in finance. Andrew has a diverse employment history, including experience at Santa Clara University, Blach Construction, and Portola Partners. Andrew is a highly qualified and experienced investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
01/20/2023 - Present
Corient (MENLO PARK CA)
IA
Issued 11/21/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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