United Advisors America
About this Advisor
Anthony Porter is a financial advisor in Allen Park, Michigan. Currently a registered investment advisor at United Advisors America, Porter has 15 years of professional experience in the financial advisory industry. Porter has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Porter is able to work with investors in Michigan. During their career, the advisor has held roles at Invest Financial Corporation, Flagstar Bank, Pnc Investments, Cco Investment Services Corp, Infinex Investments, Inc, Cetera Advisor Networks, Genisys Investment Services, Avj Group LLC Dba Jimmy Johns Monroe Ii, Baiport Enterprises, LLC Dba Jimmy Johns Monroe, Alliance America Corporation, United Advisors America Corporation and Auto Club Group. United Advisors America is located in Allen Park, Michigan. In total, United Advisors America oversees $90 million in assets across 921 client accounts and employs 28 staff members. The amount of assets the firm manages places it among the smaller firms in the United States. The firm manages 671 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. United Advisors America provides portfolio management for individuals and small businesses and pension consulting services. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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United Advisors America Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Anthony Porter Work History
Anthony has 15 years of experience.
Alliance America Corporation
United Advisors America Corporation
Avj Group LLC Dba Jimmy Johns Monroe Ii
Baiport Enterprises, LLC Dba Jimmy Johns Monroe
Cetera Advisor Networks
Genisys Investment Services
Infinex Investments, Inc
Cco Investment Services Corp
Invest Financial Corporation
Auto Club Group
Anthony Porter has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at United Advisors America
Stevens Point, WI
St. Paul, MN
Fort Worth, TX
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.