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Paul Porter,CFP®

LPL Financial

808 Polk Street

Hollywood, FL 33019
(954) 9206644

Long Term Financial Solutions

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

Firm Start Year

1994

No.of Employees

2-4

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

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

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

Compliance

Registered Investment Advisor

No

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

Qualifications & Membership

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

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

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