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Matt Porter

Arkadios Wealth Advisors

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About Matt Porter

Matt Porter is an investment advisor representative with Arkadios Wealth Advisors. Matt has been in the industry since 1988 and has worked with various firms, including Triad Advisors, Investors Capital Corp., and Questar Capital Corporation. Matt is registered to provide investment advice in Arizona, Florida, Georgia, Illinois, North Carolina, Ohio, South Carolina, Texas, and Wisconsin. Matt is also registered with FINRA and the SEC. Matt has experience in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Matt Porter is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Matt Porter’s Registration & Firm History

WI

06/01/2018 - Present

Arkadios Wealth Advisors (New Berlin WI)

WI

01/11/2016 - 05/29/2018

TRIAD ADVISORS LLC (New Berlin WI)

WI

01/24/2013 - 02/02/2016

INVESTORS CAPITAL CORP. (NEW BERLIN WI)

WI

04/28/2008 - 02/07/2013

QUESTAR CAPITAL CORPORATION (NEW BERLIN WI)

WI

03/23/1988 - 03/10/2008

PRUCO SECURITIES, LLC. (NEW BERLIN WI)

NJ

03/23/1988 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/17/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Matt Porter. Review regulatory record here.
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