Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Whayne Porter is a financial advisor with KPP Advisory Services LLC. David has been in the financial industry since 1981 and is registered to provide investment advisory services in Kentucky. David offers a variety of financial planning services including portfolio management for individuals and businesses. David is also a Certified Financial Planner.
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.
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.
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2
KY
11/13/2017 - Present
KPP Advisory Services LLC (LOUISVILLE KY)
KY
11/08/1999 - 11/13/2017
WELLS FARGO CLEARING SERVICES, LLC (LOUISVILLE KY)
MI
05/08/1997 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
NY
07/31/1985 - 11/23/1999
J.C. BRADFORD & CO. (NEW YORK NY)
NA
08/22/1981 - 08/20/1985
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 06/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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