Charles Mcclard Porter

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 07/2008 → Present
  Chuck Porter, Cpa
  Gallatin, TN
• 07/2012 → 09/2020
  Securities Service Network
  Gallatin, TN
• 07/2012 → 09/2020
  Ssn Advisory, Inc
  Gallatin, TN
• 09/2020 → 06/2024
  Securities America, Inc.
  Gallatin, TN
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Gallatin, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Gallatin, TN

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Gallatin, TN
• 2012-07-13 → 2020-09-18
  Ssn Advisory, Inc.
  Gallatin, TN
• 2011-03-02 → 2012-07-13
  1St Global Advisors Inc
  Hendersonville, TN
• 2004-06-17 → 2011-04-01
  Strategic Wealth Management Group, Llc
  Nashville , TN
• 2008-05-29 → 2011-03-10
  Concourse Financial Group Securities, Inc.
  Hendersonville, TN
  Nashville, TN

Other Businesses

1. CHUCK PORTER, CPA/PFS POSITION: Agent NATURE: Insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2012 ADDRESS: 1135 Fairvue Village Lane, Gallatin TN 37066, United States DESCRIPTION: I provide life insurance, long-term care insurance and disability insurance. I also sell variable annuities and fixed annuities. 2. CHUCK PORTER CPA/PFS POSITION: Planning and tax advice NATURE: Certified Public Accountant Personal Financial Specialists INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 11/30/2010 ADDRESS: 1135 Fairvue Village Lane, Gallatin TN 37066, United States DESCRIPTION: Limited tax advice and tax planning as it relates to personal financial planning 3. VICTORY MISSIONARY BAPTIST CHURCH POSITION: Assistant Treasurer NATURE: Assistant Treasurer of a church INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2015 ADDRESS: 457 E Main Street, Hendersonville TN 37075, United States DESCRIPTION: Assistant Treasurer performing bookkeeping and bank reconciliation services. 4. CHUCK PORTER, CPA/PFS POSITION: Advisor NATURE: Investment advisor representative. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 08/17/2020 ADDRESS: 1135 Fairvue Village Lane, Gallatin TN 37066, United States DESCRIPTION: Investment Advisor Representative

Exams

• S66 Uniform Combined State Law Examination
  2000-06-08

Designations

• Personal Financial Specialist

Other Names

• Charles M Porter
• Chuck Porter