Darlene Marie Porter

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 11/2016
  Wells Fargo Advisors Llc
  Daytona Beach, FL
• 11/2016 → 01/2023
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL
• 01/2023 → Present
  Raymond James & Associates
  Daytona Beach, FL

Previous Registrations

• 2014-02-17 → 2023-01-27
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL
• 2010-08-26 → 2014-02-24
  Raymond James & Associates, Inc.
  Daytona Beach, FL
• 2009-06-01 → 2010-06-11
  Morgan Stanley
  Ormond Beach, FL
• 2009-02-03 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ormond Beach, FL
• 2007-09-13 → 2008-11-21
  Ubs Financial Services Inc.
  Daytona Beach, FL
• 2004-03-22 → 2007-09-17
  Citigroup Global Markets Inc.
  Ormond Beach, FL
  Ormond Beach, FL
• 1998-11-03 → 2004-03-09
  Morgan Stanley Dw Inc.
  Ormond Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-17
• S63 Uniform Securities Agent State Law Examination
  1997-11-05

Other Names

• Dee Hielscher
• Dee Dee Yelvington
• Darlene Marie Hielscher
• Darlene Yelvington
• Darlene Marie Yelvington
• Darlene Marie Hielscher