Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Richard Porpora is a registered representative of Sanctuary Advisors, LLC, with a background in the financial services industry spanning over 15 years. Phillip has a strong understanding of the investment landscape and possesses a wide range of experience in securities and investment advisory services. Prior to joining Sanctuary Advisors, LLC, Phillip was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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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2
IN
08/03/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
KS
09/27/2006 - 08/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
BOTH
Issued 02/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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