Charles Kevin Porter

Current Employers

Employment History

• 07/2006 → 08/2024
  Canon Capital Investment Advisory
  Souderton, PA
• 07/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2006-07-21 → 2024-08-06
  Canon Capital Investment Advisory
  Harleysville, PA
• 2006-02-15 → 2006-07-18
  Pnc Wealth Management Llc
  Doylestown, PA
• 2005-08-18 → 2006-01-05
  Td Wealth Management Services Inc.
  King Of Prussia, PA

Other Businesses

(1) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Porter Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) Kaboo Colnsulting, LLC - Not investment related; Address: 7067 Corning Road, Zionsville PA 18092; Kaboo Consulting provides exit planning for business owners but does not get involved in investment securities. Duties: Miscellaneous consulting related to exit planning for business owners; Start: February, 2025. Number of hours will vary based on needs and will fluctuate, it will be less than 20 hours per month. (3) Canon Legacy, LLC - Investment related; Address: 484 Harleysville Pike, Harleysville, PA 19438; Owner/Producer; Insurance - Solicit and execute insurance applications for clients/prospects. This entity will hold/distribute commissions from the sale of insurance products. Start: 1/1/2025. Hours may vary: 10 hours per week, 10 hours per week during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-17

Other Names

• Charles Porter