Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric James Porter is a financial advisor with Trustmont Advisory Group, Inc. Eric has been in the financial industry since 1996, working with a variety of clients, from high-net-worth individuals to individuals other than high-net-worth. Eric holds a Series 6, 7, 63, and 65 license and has a Certified Financial Planner designation. Eric offers a variety of services to clients, including financial planning, portfolio management, pension consulting, and selection of other advisors. Prior to joining Trustmont, Eric worked at Woodbury Financial Services, Inc. and The Codrick Financial Group, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
09/20/2010 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
03/09/2006 - 09/28/2010
WOODBURY FINANCIAL SERVICES, INC. (MONROEVILLE PA)
MN
02/23/2000 - 11/30/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
10/10/1997 - 12/31/1999
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
MN
03/27/1996 - 10/29/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
10/07/1993 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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