Hayley Porter

Current Employers

Employment History

• 02/2021 → Present
  Bpg Wealth Management
  Clackamas, OR
• 08/2018 → 02/2021
  David Douglas School District
  Portland, OR
• 01/2016 → 06/2018
  David Douglas School District
  Portland, OR
• 09/2022 → Present
  Osaic Wealth, Inc.
  Clackamas, OR

Other Businesses

1. BPG WEALTH MANAGEMENT, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/03/2025 ADDRESS: 10151 SE Sunnyside Rd. Suite 460, Clackamas OR 97015, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 2. THE 401(K) GIRLS POSITION: IAR NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/03/2025 ADDRESS: 10151 SE Sunnyside Rd. Suite 460, Clackamas OR 97015, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 3. THE 401(K) GIRLS - FIXED INSURANCE POSITION: Broker NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/03/2025 ADDRESS: 10151 SE Sunnyside Rd. Suite 460, Clackamas OR 97015, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 4. GENX FINANCIAL POSITION: Retirement Plan Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2021 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX Financial is the LLC that facilitates payroll and benefits for Innovative Financial Group employees. 5. BPG WEALTH MANAGEMENT POSITION: Retirement Plan Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 07/01/2021 ADDRESS: 10151 SE Sunnyside Rd. Suite 460, Clackamas OR 97015, United States DESCRIPTION: I am a salaried employee for BPG Wealth Management, LLC. 6. BPG WEALTH MANAGEMENT, LLC POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 01/03/2025 ADDRESS: 10151 SE Sunnyside Rd. Suite 460, Clackamas OR 97015, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-28

Other Names

• Hayley Milks