Charles
Porter

Canon Capital Investment Advisory

CRD#4929477
Investment Advisor
in Harleysville, PA

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About this Advisor

Charles Porter is a financial advisor based in Harleysville, Pennsylvania who has 17 years of relevant experience. Porter is currently employed by Canon Capital Investment Advisory. They have spent the entirety of their employment at Canon Capital Investment Advisory. Porter holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Canon Capital Investment Advisory is a financial advisory firm operating out of Harleysville, PA. The company has a total of seven advisors. It handles $180 million in assets under management among its 1,084 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,084 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Canon Capital Investment Advisory performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Canon Capital Investment Advisory most likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

484 Harleysville Pike
Harleysville, PA 19438

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Canon Capital Investment Advisory Brokerage Details

Total Assets Under Management

$179,769,068

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

1,084

PA Average: 3,342
Average Account Size

$165,839

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Charles Porter Work History

Charles has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Canon Capital Investment Advisory

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles 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 Canon Capital Investment Advisory

Marissa Illingworth
Lancaster, PA
Andrew Shapowal
Harleysville, PA
Charles Porter
Harleysville, PA
Patricia Webb
Harleysville, PA
Roger Small
Telford, PA
Peter Roland
Telford, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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