Suzette
Porter
Capstar Financial Services LLC
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About this Advisor
Suzette Porter is a financial advisor operating in Austin, Texas who has 4 years of relevant experience. Porter works at Capstar Financial Services LLC. Over the course of their career, Porter has held roles at Capstar Financial, LLC, Psp Financial, Global Financial Private Capital, LLC, Fidelity Bank and Capstar Financial Services Limited Liability Corporation. Porter holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Louisiana and Texas. Capstar Financial Services LLC is a financial advisory company headquartered in Austin, TX. It has $126 million in assets between its 993 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 993 client accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on the type of services provided. However, fees billed by Capstar Financial Services LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstar Financial Services LLC Brokerage Details
$126,331,476
6
993
$127,222
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Suzette Porter Work History
Suzette has been registered as a financial advisor for 4 years.*
Fidelity Bank
Capstar Financial, LLC
Capstar Financial Services Limited Liability Corporation
Global Financial Private Capital, LLC
Psp Financial
*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 Suzette 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 Capstar Financial Services LLC
Austin, TX
Austin, TX
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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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.
