Timothy Michael 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

• 04/2015 → Present
  Raymond James Financial Services, Inc.
  Hudson, OH
• 10/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Hudson, OH

Previous Registrations

• 2012-05-14 → 2015-04-28
  Westminster Financial Advisory Corp
  Beavercreek, OH
  Carrollton, GA

Other Businesses

(1)Name of Business: Wentz Financial Group Address: 5790 Hudson Dr, Hudson, OH, 44236, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/27/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor that is an employee of Wentz Financial Group. All commissions are paid to branch and I am paid a salary from Wentz Financial Group

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-19
• S63 Uniform Securities Agent State Law Examination
  2011-11-15