EP
CFP
EP
CFP

Eric Porter

29 Years of Experience
BrokerSells Insurance

Eric Porter is a CFP-designated registered investment advisor, based in Greensburg, PA, with 29 years of industry experience.

Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric is an insurance agent at Century Insurance Consultants, Ltd, selling various insurance products and dedicating nearly full-time hours to this role. He also manages WPK Enterprises LLC and owns Centurion Senior Services, dedicating minimal time to each.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
September 2010 - Present · 15 yrs 7 mos
Trustmont Financial Group, INC.Broker
September 2010 - Present · 15 yrs 7 mos
Previous Registrations
Woodbury Financial Services, INC.
March 2007 - September 2010 · 3 yrs 6 mos
Woodbury Financial Services, INC.Broker
March 2006 - September 2010 · 4 yrs 6 mos
Woodbury Financial Services, INC.Broker
February 2000 - November 2004 · 4 yrs 9 mos
The Codrick Financial Group, INC.Broker
October 1997 - December 1999 · 2 yrs 2 mos
Fortis Investors, INC.Broker
March 1996 - October 1997 · 1 yr 7 mos
Fortis Investors, INC.Broker
October 1993 - December 1994 · 1 yr 2 mos
State Registrations7 states
FLILINMDOHPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.