Ethan
Porter
Founders Financial Alliance, LLC
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About this Advisor
Ethan Porter is a financial advisor based in Raleigh, North Carolina, working with Founders Financial Alliance, LLC. Ethan has previously held positions at Carrboro High School, Green Beagle Lodge, Chapel Hill Tennis Club, Elon University, Benny Cappella's, Founders Financial Alliance, and LPL Financial, LLC. Ethan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Ethan is part of Founders Financial Alliance, LLC, which operates out of Raleigh, North Carolina. The firm has 14 offices and 28 employees. The firm manages assets totaling $700.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Founders Financial Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$700,896,438
28
3,033
$231,090
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
- Other
Ethan Porter Work History
Founders Financial Alliance
Lpl Financial, LLC
Benny Cappella'S
Founders Financial Alliance
Chapel Hill Tennis Club
Attended College At Elon University
Green Beagle Lodge
Attended School At Carrboro High School
Disclosures
Please visit the SEC profile of Ethan 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 Founders Financial Alliance, LLC
Cary, NC
Cary, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
St. Petersburg, FL
Cary, NC
Chapel Hill, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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