Sara Porter

Current Employers

Employment History

• 09/2004 → 08/2020
  Mccann Erickson
  Louisville, KY
• 12/2013 → 07/2020
  First Savings Bank
  Jeffersonville, IN
• 10/2020 → Present
  Lpl Financial, Llc
  Louisville, KY
• 01/2021 → Present
  Kpp Advisory Services Llc
  Louisville, KY

Other Businesses

1. 10/6/2020 - Kentucky Planning Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/16/2020 - KPP Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 07/21/2020 - 138 Hours Per Month - I provide administrative support to KPP Advisory Services LLC, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 138 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 2/27/2023 - money411 - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/03/2023 - 3 Hours Per Month/1 Hours During Securities Tradng

Exams

• S66 Uniform Combined State Law Examination
  2021-01-19

Other Names

• Sara Wolford Porter