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Steven Richard Porter

Charles Schwab & CO., Inc.

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About Steven Richard Porter

Steven Richard Porter is a financial advisor with over 16 years of experience in the industry. Steven is currently registered with Charles Schwab & CO., Inc. and is licensed to provide financial advice in several states. Steven also has previous experience with TD Ameritrade, Inc. and Morgan Stanley & Co., Incorporated. Steven has earned several industry licenses and holds the designation of Certified Financial Planner.

Firm Information

Steven Porter is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Steven Porter’s Registration & Firm History

FL

01/02/2019 - Present

Charles Schwab & CO., Inc. (Winter Park FL)

TX

04/07/2008 - 02/19/2015

TD AMERITRADE, INC. (FORT WORTH TX)

FL

10/25/2007 - 04/02/2008

MORGAN STANLEY & CO., INCORPORATED (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 11/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 10/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven Richard Porter.
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