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Christy Michelle Porterfield

National Financial Services LLC

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About Christy Michelle Porterfield

Christy Michelle Porterfield has been in the financial services industry since December 20, 2001. Currently, Christy Michelle Porterfield is registered with National Financial Services LLC as a broker and an investment advisor. Prior to that, Christy Michelle Porterfield was registered with Fidelity Brokerage Services LLC, TD Ameritrade, Inc. and Ameritrade, Inc. Christy Michelle Porterfield holds the following licenses: Series 63, Series 66, Series 7, Series 9, Series 10, Series 24 and Series 4.

Firm Information

Christy Porterfield is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

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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Christy Porterfield’s Registration & Firm History

TX

05/14/2021 - Present

National Financial Services LLC (WESTLAKE TX)

TX

09/30/2009 - 04/20/2021

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

04/24/2006 - 07/31/2008

TD AMERITRADE, INC. (FORT WORTH TX)

TX

01/03/2002 - 07/05/2006

AMERITRADE, INC. (FORT WORTH TX)

NE

09/28/2000 - 12/31/2001

AMERITRADE (BELLEVUE NE)

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Licenses & Designations

BOTH

Issued 10/26/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/11/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/17/2008

Series 4 - Registered Options Principal Examination

BC

Issued 02/16/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christy Michelle Porterfield.
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