Austin Portelance is a CFP-designated registered investment advisor, based in Cornelius, NC, with 7 years of industry experience.
Location
Cornelius, NC
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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 →Other Business ActivitiesSells Insurance
Austin works as a financial advisor at Destination Wealth Advisors, creating and executing financial plans, managing assets, and communicating with clients. This activity takes up Austin's full-time work hours.
Employment History
Current Registrations
Kestra Investment Services, LLC
March 2024 - Present · 2 yrs 1 mo
Kestra Private Wealth Services, LLC
March 2024 - Present · 2 yrs 1 mo
Kestra Investment Services, LLCBroker
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Edward Jones
September 2018 - March 2024 · 5 yrs 6 mos
Edward JonesBroker
August 2018 - March 2024 · 5 yrs 7 mos
State Registrations13 states
CACOCTFLGAMDMONCOHSCUTVAWV
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.