Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Miller Porterfield is a financial advisor with over 20 years of experience in the industry. Stuart is currently registered with &Partners, LLC in both the state of Virginia and the SEC as a registered investment advisor. Stuart has worked with a variety of clients throughout their career, including individuals, corporations, trusts, estates, and retirement plans. Stuart is passionate about helping clients achieve their financial goals. They offer a variety of services including financial planning, portfolio management, and investment research. Stuart is committed to providing their clients with the highest level of service and personalized attention.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
09/28/2023 - Present
&partners (NASHVILLE TN)
MT
09/04/2021 - 08/18/2022
D.A. DAVIDSON & CO. (GREAT FALLS MT)
VA
09/24/2010 - 10/29/2019
ALPS DISTRIBUTORS, INC. (RICHMOND VA)
VA
06/03/2010 - 09/10/2010
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
12/03/2004 - 05/02/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
MO
05/11/2000 - 05/27/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
11/19/1999 - 05/10/2000
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
02/02/1998 - 11/04/1999
MENTOR SERVICES COMPANY, LLC (RICHMOND VA)
MA
11/08/1995 - 02/02/1998
MENTOR DISTRIBUTORS, LLC (BOSTON MA)
NC
01/05/1995 - 10/16/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
MA
05/27/1993 - 02/03/1995
CAMBRIDGE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/09/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stuart Porterfield is the right advisor for you? Invested Better is here to help.
