Bryce Jeffrey Porter

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Db Wealth Management Group, Llc
  San Diego, CA
• 08/2016 → Present
  Lpl Financial, Llc
  San Diego, CA

Previous Registrations

• 2016-03-03 → 2024-03-18
  Db Wealth Management Group, Llc
  San Diego, CA
  San Diego, CA

Other Businesses

1. DB Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Investment Advisor - 01/2012 - 152 Hours Per Month. 2. LPL Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Representative - 08/2016 - 5 Hours Per Month 3. Insurance Agent/CA - Investment Related - DB Wealth Management LLC Office - Insurance Sales - 12/2015 - 3 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2015-06-04

Designations

• Certified Financial Planner