Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Wayne Porter is a financial professional with over 25 years of experience in the financial services industry. Russell is a Registered Representative and Investment Advisor Representative, currently working with Cambridge Investment Research Advisors, Inc. Previously, Russell worked with CreativeOne Securities, LLC, Sunset Financial Services, Inc., Ameritas Investment Corp., The Advisors Group, Inc., Elite Investments, LLC, and Pruco Securities Corporation. Russell is a Chartered Financial Consultant, and has earned the Series 6, Series 63, and SIE licenses. Russell specializes in retirement planning, college savings, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
02/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
01/03/2013 - 02/01/2023
CREATIVEONE SECURITIES, LLC (LAFAYETTE CO)
CO
01/11/2005 - 12/31/2012
SUNSET FINANCIAL SERVICES, INC. (LAFAYETTE CO)
NE
10/31/2003 - 01/20/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
01/16/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
VA
04/24/2001 - 01/17/2003
ELITE INVESTMENTS, LLC (RICHMOND VA)
NJ
09/19/1996 - 04/05/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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