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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Porter? Claim Your ProfilePorter Thomas Milner is an Investment Advisor Representative at The Caprock Group, LLC. Porter holds a Series 65 license, which qualifies Porter to provide investment advice. Porter’s current registration is with the state of Utah. Porter is a specialist in various areas, including portfolio management, wealth management, and financial planning. Porter has been in the financial industry for several years, gaining experience with various firms. Prior to The Caprock Group, LLC, Porter worked for Goldman Sachs in Salt Lake City, Utah, and Ratio Wealth Group in Denver, Colorado. Porter has a strong background in investment advice and works to understand clients' needs and 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.
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.
Wealth management & consulting
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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ID
08/07/2024 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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