Yoram
Porat
Cetera Investment Advisers LLC
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About this Advisor
Yoram Porat is a financial advisor based in Tampa, Florida with a total of 17 years of industry experience. Porat is an employee of Cetera Investment Advisers LLC. Throughout their career, Porat has worked at Cetera Financial Specialists LLC, County College Of Morris, Cetera Investment Advisers LLC and Go Power Invest, LLC. Porat holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Cetera Investment Advisers LLC is a firm that has its headquarters in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 employees. It manages $33 billion in assets among its 176,986 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 431 charities and foundations. Of its 176,986 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types billed by Cetera Investment Advisers LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Yoram Porat Work History
Yoram has been registered as a financial advisor for 17 years.*
Go Power Invest, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
County College Of Morris
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yoram Porat 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 Cetera Investment Advisers LLC
San Marino, CA
Yonkers, NY
Philadelphia, PA
Irvine, CA
Oklahoma City, OK
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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