Bruce
Porter

Lpl Financial LLC

CRD#4451085
Investment Advisor
in Santa Ynez, CA

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About this Advisor

Bruce Porter is a financial advisor based in Santa Ynez, California, working with Lpl Financial LLC. Bruce has previously held positions at Securities America, Inc, Cooper Financial Group, Cambridge Investment Research, Inc, Lpl Financial LLC, and Edward Jones. Bruce has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Bruce is part of Lpl Financial LLC, which operates out of Santa Ynez, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1050 Edison St Suite A
Santa Ynez, CA 93460

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CA Average: $646,059,043
Total Number of Employees

35,841

CA Average: 13
Total Number of Accounts

1,910,545

CA Average: 661
Average Account Size

$242,588

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Bruce Porter Work History

2023 - Present (1 year)

Lpl Financial LLC

2020 - 2023 (3 years)

Cambridge Investment Research, Inc

2017 - 2020 (3 years)

Securities America, Inc

2017 - 2023 (6 years)

Cooper Financial Group

2001 - 2017 (16 years)

Edward Jones

Disclosures

Please visit the SEC profile of Bruce Porter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brian West
Scottsdale, AZ
David Kirchfeld
Portland, OR
Eric Montgomery
Fort Mill, SC
Jason Roberts
Carmel, IN
Kyle Paterik
Los Angeles, CA
Denava Horn
Cedar Park, TX
Melissa Williams
Fort Mill, SC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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