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Kirk Len Porter

Northstar Investment Advisory LLC

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About Kirk Len Porter

Kirk Len Porter is an Investment Advisor Representative at Northstar Investment Advisory LLC. Kirk has experience in the financial services industry since 2013. Kirk holds a Series 6, 7 and 63 license as well as the SIE and Series 65. Kirk is a CERTIFIED FINANCIAL PLANNER™ and holds several years of experience in various roles such as Financial Advisor, Retirement Planning Advisor and Wealth Manager. Kirk provides financial planning, investment management, and educational seminars to individual investors. Kirk works with clients in Arizona, New Hampshire, and Texas.

Firm Information

Kirk Porter is currently registered with Northstar Investment Advisory LLC. Northstar Investment Advisory LLC is an investment advisory firm located in WEST HOLLYWOOD, CA. The firm provides financial planning and educational seminars to individuals. They have 11 employees and report having 15137 clients.
Northstar Investment Advisory LLC

8605 SANTA MONICA BLVD

WEST HOLLYWOOD, CA 90069

Not reported

Assets Under Management

Not reported

Total Clients

8

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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Kirk Porter’s Registration & Firm History

AZ

04/08/2022 - Present

Northstar Investment Advisory LLC (Scottsdale AZ)

WI

09/12/2018 - 07/01/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)

AZ

09/12/2013 - 05/12/2014

FIRST INVESTORS CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/12/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk Len Porter.
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