Anthony
Porter

United Advisors America

CRD#5896246
Investment Advisor
in Allen Park, MI

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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

Series 63, Series 65

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

Allen Park, MI

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United Advisors America Brokerage Details

Total Assets Under Management

$89,468,757

MI Average: $3,042,739,679
Total Number of Employees

28

MI Average: 49
Total Number of Accounts

921

MI Average: 2,315
Average Account Size

$97,143

MI Average: $1,314,358

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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.

2019 - Present (2 years)

Alliance America Corporation

2019 - Present (2 years)

United Advisors America Corporation

2017 - Present (4 years)

Avj Group LLC Dba Jimmy Johns Monroe Ii

2005 - Present (16 years)

Baiport Enterprises, LLC Dba Jimmy Johns Monroe

2019 - 2019 (< 1 year)

Cetera Advisor Networks

2019 - 2019 (< 1 year)

Genisys Investment Services

2016 - 2019 (3 years)

Infinex Investments, Inc

2016 - 2019 (3 years)

Flagstar Bank

2014 - 2016 (2 years)

Cco Investment Services Corp

2013 - 2014 (1 year)

Pnc Investments

2011 - 2011 (< 1 year)

Invest Financial Corporation

2011 - 2013 (2 years)

Flagstar Bank

2010 - 2011 (1 year)

Auto Club Group

Disclosures

Anthony Porter has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at United Advisors America

Scott Tank
Stevens Point, WI
Lucien Craig
Brookshire, TX
Alan Carlson
St. Paul, MN
James Proctor
Fort Worth, TX
Leslie Pincombe
Prosper, TX
Ashley Daniel
Bradenton, FL
Robert Olsen
Prosper, TX

This content was compiled from the SEC and FINRA.

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.

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