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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Porter is an investment advisor representative with Summit Wealth And Retirement Partners, a firm located in San Ramon, CA. Harold has been in the financial services industry for over 30 years and has extensive experience in various areas. Harold is committed to providing personalized financial advice and investment management services to help individuals and families achieve their financial goals. Harold specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Harold is registered with the state of California and Oregon and is licensed to provide investment advice in these jurisdictions.
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.
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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CA
11/12/2024 - Present
Summit Wealth AND Retirement Partners (SAN RAMON CA)
CA
10/07/2016 - 06/01/2023
MUTUAL SECURITIES, INC. (Danville CA)
CA
11/16/2009 - 07/01/2016
VSR FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
01/06/2006 - 11/18/2009
FSC SECURITIES CORPORATION (WALNUT CREEK CA)
OH
01/02/2004 - 10/07/2005
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
03/26/2002 - 12/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
CA
11/03/1999 - 10/11/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IL
08/27/1998 - 11/22/1999
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NJ
07/22/1997 - 12/23/1997
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
10/17/1994 - 05/12/1995
QUEST FOR VALUE DISTRIBUTORS (NEW YORK NY)
NY
07/01/1992 - 09/29/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/28/1989 - 08/29/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/20/1988 - 09/13/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
NA
10/18/1988 - 11/29/1988
HARTFORD EQUITY SALES COMPANY INC.
NA
04/21/1987 - 08/01/1988
FSC SECURITIES CORPORATION
NA
10/12/1983 - 03/17/1987
CIGNA SECURITIES, INC.
IA
Issued 10/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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