Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Dalton Porter is a financial advisor with Private Advisor Group, LLC, a firm with 603 licensed agents and over 35 billion dollars in regulatory assets under management. Martin has been in the industry since 2009 and is registered in several states, including Tennessee and Louisiana. Martin's areas of expertise include retirement planning, investment management, and estate planning. Martin is committed to providing his clients with personalized financial advice that helps them achieve their goals.
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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
03/01/2016 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TN
03/13/2009 - 03/03/2016
WADDELL & REED (MOUNT JULIET TN)
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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