Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Samuel Porter is an investment advisor representative registered in Texas. Reid is currently affiliated with 49 Financial, which is an investment advisor registered with the SEC. Reid has been in the industry since 2020 and has a Series 65 license. The firm's main office is located in Austin, Texas. 49 Financial provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
07/26/2024 - Present
49 Financial (AUSTIN TX)
IA
Issued 07/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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