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Bruce Edward Porter

SMB Financial Services, Inc.

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About Bruce Edward Porter

Bruce Edward Porter is an investment advisor representative with SMB Financial Services, Inc. Bruce is a registered investment advisor in Oregon and Washington. Bruce has been in the financial services industry since 2000. Bruce holds licenses for Series 6, 7, 24, 53, and 63. Bruce is also a registered representative of Princor Financial Services Corporation and Capital Brokerage Corporation. Bruce is experienced in financial planning, portfolio management, and pension consulting. Bruce works with individuals, corporations, and high-net-worth individuals.

Firm Information

Bruce Porter is currently registered with SMB Financial Services, Inc.. SMB Financial Services, Inc. is an investment advisory firm located in Portland, OR. They advise individuals, high-net-worth individuals, corporations, and other businesses. The firm manages approximately $138 million in client assets. SMB Financial Services, Inc. offers financial planning, pension consulting, educational seminars, and portfolio management services.
SMB Financial Services, Inc.

11535 SW 67TH AVE

PORTLAND, OR 97223

$138.03M

Assets Under Management

5

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Porter’s Registration & Firm History

OR

07/12/2011 - Present

SMB Financial Services, Inc. (PORTLAND OR)

OR

06/01/2001 - 07/23/2010

PRINCOR FINANCIAL SERVICES CORPORATION (LAKE OSWEGO OR)

VA

06/26/2000 - 05/04/2001

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 10/19/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/29/2002

Series 24 - General Securities Principal Examination

BC

Issued 12/28/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Edward Porter.
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