Daniel David Porter

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 07/2016 → 01/2026
  Commonwealth Financial Network
  San Diego, CA
• 07/2016 → 03/2021
  Legacy Capital Partners
  West Des Moines, IA
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  West Des Moines, IA
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  West Des Moines, IA

Previous Registrations

• 2016-07-29 → 2026-01-12
  Commonwealth Financial Network
  West Des Moines, IA
  San Diego, CA
• 2001-04-10 → 2016-08-05
  Fsc Securities Corporation
  West Des Moines, IA
  West Des Moines, IA
• 1999-05-21 → 2016-08-01
  Diversified Financial Advisory Group, Inc.
  West Des Moines, IA

Other Businesses

(1)Name of Business: Address: 4200 Mills Civic Pkwy, west des moines, IA, 50265, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 02/12/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: ComPort Address: 214 5th St, West des Moines, IA, 50625-4718, United States Activity Type: Rental Real Estate Position/Title: Other, Partner, Owner/Proprietor Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Role in activity: Founder; I manage the building we are in as Two Oaks Wealth that Mike and I own. (3)Name of Business: Legacy Capital/ Two Oaks Wealth Address: 214 5th St, West des Moines, IA, 50265-4718, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Established to facilitate securities, advisory, and insurance business

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-23

Designations

• Certified Financial Planner

Other Names

• Dan Porter