Ethan
Porter

Founders Financial Alliance, LLC

CRD#6885065
Investment Advisor
in Raleigh, NC

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9212 Falls Of Neuse Rd., Suite 221
Raleigh, NC 27615

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Founders Financial Alliance, LLC Brokerage Details

Total Assets Under Management

$700,896,438

NC Average: $3,625,019,099
Total Number of Employees

28

NC Average: 22
Total Number of Accounts

3,033

NC Average: 1,917
Average Account Size

$231,090

NC Average: $1,890,985

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

2020 - Present (4 years)

Founders Financial Alliance

2020 - Present (4 years)

Lpl Financial, LLC

2019 - 2019 (< 1 year)

Benny Cappella'S

2017 - 2020 (3 years)

Founders Financial Alliance

2016 - 2020 (4 years)

Chapel Hill Tennis Club

2016 - 2020 (4 years)

Attended College At Elon University

2015 - 2015 (< 1 year)

Green Beagle Lodge

2012 - 2016 (4 years)

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

Ralph Aiello
Cary, NC
Gregory Mitro
St. Petersburg, FL
Valerie Ebert
Chapel Hill, NC
Brian T Nelan
Cary, NC
James Sloop
Raleigh, NC
Mark Mccormick
Raleigh, NC
Ernest Ceccato
Raleigh, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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