Daniel
Porter
Westend Advisors, LLC
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About this Advisor
Daniel Porter is a financial advisor based in Charlotte, North Carolina, working with Westend Advisors, LLC. Daniel has previously held positions at Invesco Distributors, Inc, Cardinal Health, Invesco Advisers, Inc, Westend Advisors, LLC, and Victory Capital Services, Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and North Carolina. Currently, Daniel is part of Westend Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 29 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Westend Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westend Advisors, LLC Brokerage Details
$1,457,139,165
29
3,525
$413,373
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Daniel Porter Work History
Victory Capital Services, Inc
Westend Advisors, LLC
Invesco Distributors, Inc
Invesco Advisers, Inc
Cardinal Health
Disclosures
Please visit the SEC profile of Daniel 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 Westend Advisors, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Dallas, TX
Charlotte, NC
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