Cardell Porter

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 05/2014 → 07/2017
  University Of Mississippi
  Oxford, MS
• 12/2017 → 12/2018
  Advantage Resourcing
  Atlanta, GA
• 01/2019 → 11/2019
  Wells Fargo
  Denver, CO
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc
  Atlanta, GA
• 07/2012 → 05/2017
  University Of Mississippi
  Oxford, MS
• 07/2017 → 12/2017
  Unemployed
  Mccomb, MS
• 02/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Other Businesses

PORTER WAY LLC POSITION: Owner NATURE: Photography, Sneaker Resell, and Travel Vlogging INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: Atlanta GA, United States DESCRIPTION: Taking photos, Travel Vlogging, and Selling Sneakers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-18
• S63 Uniform Securities Agent State Law Examination
  2022-05-05

Other Names

• Cardell D Porter