Cindi Lynn Porter-Rowe

Current Employers

Employment History

• 09/2010 → Present
  Alleron Investment Advisors
  Sugar Hill, GA
• 09/2017 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/2015 → 09/2017
  Integrated Financial Planning Services
  Karlstrasse 20
• 04/2008 → 09/2017
  Dempsey Lord Smith, Llc
  Rome, GA

Other Businesses

1) NAME: TEAMWARC, INC.; INV RELATED:YES; ADDRESS:ALPHARETTA GA; NATURE:FINANCIAL PLANNING AND SELLING OF INSURANCE PRODUCTS ; POSITION:FINANCIAL PLANNER/PRESIDENT; START DATE:;08/15/2008 HOURS/MONTH:100; TRADING HOURS/MONTH:80; DUTIES:MEETING WITH CLIENTS & POTENTIAL CLIENTS. ANALYZING THEIR CURRENT FINANCIAL SITUATION AND GOALS, RECOMMENDING & IMPLEMENTING FINANCIAL PLANS BASED ON COLLECTED INFORMATION. CONTINUOUSLY MONITORING AND REVIEWING THESE PLANS; RECOMMENDING CHANGES WHEN NEEDED. 2) NAME: AILERON INVESTMENT ADVISORS; INV RELATED:YES; ADDRESS:4320 SUWANEE DAM ROAD, SUITE 2600 SUWANEE, GA 30024; NATURE:FINANCIAL PLANNING SERVICES; POSITION:FINANCIAL PLANNER; START DATE:09/2010; HOURS/MONTH:100; TRADING HOURS/MONTH:60; DUTIES:MEETING WITH CLIENTS 7 PROSPECTIVE CLIENTS. ANALYZING THEIR CURRENT FINANCIAL SITUATION AND GOALS, RECOMMENDING FINANCIAL PLANS BASED ON INFORMATION COLLECTED, IMPLEMENTING & MONITORING THESE PLANS AND RECOMMENDING CHANGES WHEN NEEDED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-28

Designations

Other Names

• Cindi Lynn Porter
• Cindi Lynn Britton
• Cindi Lynn Porter-Rowe