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Charles Kevin Porter

Summit Financial, LLC

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About Charles Kevin Porter

Charles Kevin Porter is an investment advisor representative at Summit Financial, LLC. Charles has been in the industry for over 18 years. Prior to joining Summit Financial, Charles worked at PNC Investments and Commerce Capital Markets, Inc. Charles is registered with the state of Pennsylvania and New Jersey. Charles holds a Series 7 and Series 66 license and is a specialist in financial planning, pension consulting, and portfolio management for individuals. Charles also offers insurance as a broker or agent through numerous insurance companies.

Firm Information

Charles Porter is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Charles Porter’s Registration & Firm History

PA

07/03/2024 - Present

Summit Financial, LLC (HARLEYSVILLE PA)

PA

02/15/2006 - 07/18/2006

PNC INVESTMENTS (DOYLESTOWN PA)

PA

07/28/2005 - 01/05/2006

COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 08/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Kevin Porter.
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