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Featured Business Financial Advisor in Hollywood, FL
Hollywood Financial Advisors
LPL Financial
808 Polk Street
Hollywood, FL 33019
(954) 920-6644
“Long Term Financial Solutions”
Advisor Profile
Paul Porter,CFP
Name:  Paul Porter,CFP
Phone Number:  (954) 920-6644
Website:  Visit Website
Disclaimer
The LPL Financial register representive assocated with this site may only discuss and/or transact securities business with residents of the following states : Florida . Securities and Financial Planning offered through LPL Financial Member FINRA/SIPC

About LPL Financial

I am a CERTIFED FINANCIAL PLANNER? professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed. I have been in the financial services industry for over thirty years and have built my practice on:client service, integrity, and long term investment guidance. I specialize in the following: Financial Planning - Retirement/Estate/Education Retirement Plans - IRA's/Roth/Sep's/401k Rollovers Tax Sheltering - Tax Free Income / Charitable Remainder Trusts / 412i Plans / Cost Effective Investments - Money Managers / Wrap Accounts / Annuities
 

General Information

Gender:    Male
CRD#:    2543647
Firm CRD#:    6413
Insurance License#:    A209870
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    FL,DE,NY,MA,TX,CO,CA,NM
States Willing to do Business in:    Boca Raton,Fort Lauderdale,Hollywood,Miami,Miami Beach,Pompano Beach,All of Florid
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    10
Work Experience:    Fourteen years as an independent Registered Investment Advisor / Branch Manager Raymond James Financial Bank of America Merrill Lynch Citibank
I work with the following types of clients:    Retirees, Individual Investors
 

Education

Academic Background
 
BA / U. of Delaware Masters / Stonier School of Banking
 

Services

Investment Types:    Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your home, Via phone, At my office, At your office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65, Series 24, Series 7, Series 63
Insurance and Annuity Licenses:    Long Term Care, Accident, Health, Life, Variable Annuity
 

Firm Information

Firm's Number of Clients:    270
Firm's Number of Planning Clients:    200
Firm's Number of Managed Clients:    60
Assets Managed by Firm:    $33,000,000
Advisor's Number of Clients:    62
Advisor's Number of Managed Clients:    12
Advisor's Number of Planning Clients:    50
Assets Managed by Advisor:    $33,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Flat Fee, Based on Assets
 
 
 
Prepared By: Paul Porter,CFP

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