Daniel Porter is a registered investment advisor, based in Charlotte, NC, with 10 years of industry experience.
Location
1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203
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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.
Learn about disclosures →Employment History
Current Registrations
Victory Capital Services, INC.
June 2022 - Present · 3 yrs 10 mos
Victory Capital Services, INC.Broker
June 2022 - Present · 3 yrs 10 mos
Westend Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Westend Advisors, LLC
June 2019 - February 2022 · 2 yrs 8 mos
Invesco Advisers, INC.
May 2015 - May 2019 · 4 yrs
Invesco Distributors, INC.Broker
April 2015 - May 2019 · 4 yrs 1 mo
State Registrations52 states
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Exams
No exam information available for this advisor.