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Featured Business Financial Advisor in Hollywood, FL
Hollywood Financial Advisors
LPL Financial
808 Polk Street
Hollywood, FL 33019
“Long Term Financial Solutions”
Advisor Profile
Paul Porter,CFP
Name:  Paul Porter,CFP
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

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

Education

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

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

Investment Advisor Representative:    Yes
Registered 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:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee, Commissions
 
 
 

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