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Michael Justin Porter

Ashton Thomas Private Wealth

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About Michael Justin Porter

Michael Justin Porter is an investment advisor representative with Ashton Thomas Private Wealth, a firm that specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and charitable organizations. Michael Justin Porter has been working in the financial services industry since 2001. Michael Justin Porter is licensed to provide investment advice in Arizona, Florida, Texas and Wyoming. Prior to joining Ashton Thomas Private Wealth, Michael Justin Porter was employed with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC.

Firm Information

Michael Porter is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

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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percentage of assets

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

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Michael Porter’s Registration & Firm History

WY

04/28/2021 - Present

Ashton Thomas Private Wealth (Caspter WY)

WY

01/03/2011 - 05/04/2021

WELLS FARGO CLEARING SERVICES, LLC (CASPER WY)

WY

09/05/2001 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (CASPER WY)

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Licenses & Designations

BOTH

Issued 12/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Justin Porter. Review regulatory record here.
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