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Trent Douglas Porter

Priority Financial Partners

Durango, CO

CRD 5273644

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Employer firm

Priority Financial Partners CRD 165806

$101M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Priority Financial Partners

1309 E. 3Rd Ave Unit 112, Durango, CO 81301 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-09-05
CO RA APPROVED 2025-01-09
KS RA APPROVED 2021-07-15
  • IA RA
    APPROVED
    Since 2025-09-05
  • CO RA
    APPROVED
    Since 2025-01-09
  • KS RA
    APPROVED
    Since 2021-07-15

Branch Locations

143 E 10Th Street, Durango, CO 81301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Priority Financial Planning, Llc Denver CO 10/2012 Present
  • 10/2012 → Present
    Priority Financial Planning, Llc
    Denver, CO
Previous Registrations
  • 2013-04-24 → 2013-04-24
    Priority Financial Partners
    Durango, CO
  • 2011-04-20 → 2012-09-27
    Veritat Advisors
    Boston, MA
  • 2009-08-06 → 2011-11-29
    J.F. Williams Co., Inc.
    Denver, CO
    Denver, CO
  • 2008-08-13 → 2009-07-28
    Priority Financial Planning, Llc
    Fort Collins, CO
  • 2007-04-10 → 2007-10-25
    Priority Financial Planning, Llc
    Fort Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-27
  • S65 Uniform Investment Adviser Law Examination
    2006-05-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · DURANGO, CO
WELLS FARGO CLEARING SERVICES, LLC · DURANGO, CO
FAMILY FINANCIAL SOLUTIONS GROUP, LLC · DURANGO, CO

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