Steven
Porter

Charles Schwab & Co., Inc

CRD#5383185
Investment Advisor
in Orlando, FL
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About this Advisor

Steven Porter is a certified financial planner who works in Orlando, Florida, who has been in the financial industry for 10 years. Porter currently works for Charles Schwab & Co., Inc. Throughout their career, they have worked at Charles Schwab & Co., Inc, Tdameritrade Inc and Charles Schwab Bank. Porter holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Charles Schwab & Co., Inc is an advisory company based out of Orlando, Florida. It has offices in 370 locations and a total of 14,879 financial advisors. The firm performs a set of services, including financial planning services, selection of other advisers and other services. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by Charles Schwab & Co., Inc most likely include some combination of hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

FL Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Steven Porter Work History

Steven has 10 years of experience.

2015 - Present (4 years)

Charles Schwab & Co., Inc

2015 - Present (4 years)

Charles Schwab Bank

2008 - 2015 (7 years)

Tdameritrade Inc

Disclosures

Steven Porter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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