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John David Porter

Kcpag Financial Advisors LLC

Evansville, IN

CRD 2056139

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Employer firm

Kcpag Financial Advisors LLC CRD 117491

$23.1M regulatory AUM 2,624 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Kcpag Financial Advisors Llc

1619 W. Main Street P. O. Box 529, Robinson, IL 62454 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-09
KY RA APPROVED 2024-12-09
TX RA APPROVED 2016-03-30
LA RA APPROVED 2012-02-28
IL RA APPROVED 2011-01-05
IN RA APPROVED 2001-11-21
  • CA RA
    APPROVED
    Since 2024-12-09
  • KY RA
    APPROVED
    Since 2024-12-09
  • TX RA
    APPROVED
    Since 2016-03-30
  • LA RA
    APPROVED
    Since 2012-02-28
  • IL RA
    APPROVED
    Since 2011-01-05
  • IN RA
    APPROVED
    Since 2001-11-21

Branch Locations

7200 Eagle Crest Blvd., Evansville, IN 47715-8154 • 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
Securities America, Inc Evansville IN 09/2005 05/2019
Kcpag Financial Advisors Llc Evansville IN 11/2001 Present
Kcpag Brokerage Llc Evansville IN 05/2000 05/2019
Kcpag Insurance Services Llc Evansville IN 05/2000 Present
Kemper Capital Management Llc Evansville IN 05/2000 Present
  • 09/2005 → 05/2019
    Securities America, Inc
    Evansville, IN
  • 11/2001 → Present
    Kcpag Financial Advisors Llc
    Evansville, IN
  • 05/2000 → 05/2019
    Kcpag Brokerage Llc
    Evansville, IN
  • 05/2000 → Present
    Kcpag Insurance Services Llc
    Evansville, IN
  • 05/2000 → Present
    Kemper Capital Management Llc
    Evansville, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-19
S63 Uniform Securities Agent State Law Examination 1990-05-30
  • S66 Uniform Combined State Law Examination
    2000-09-19
  • S63 Uniform Securities Agent State Law Examination
    1990-05-30
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

BRANDON LEE HAYES
HEMA VYAS
KAREN MARIE LIVELY

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · EVANSVILLE, IN
RAYMOND JAMES & ASSOCIATES, INC. · EVANSVILLE, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EVANSVILLE, IN

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