Suzette
Porter
Capstar Financial Services LLC
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About this Advisor
Suzette Porter is a financial advisor based in Austin, Texas, working with Capstar Financial Services LLC. Suzette has previously held positions at Capstar Financial, LLC, Global Financial Private Capital, LLC, Fidelity Bank, and Capstar Financial Services Limited Liability Corporation. Suzette has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Suzette is part of Capstar Financial Services LLC, which operates out of Austin, Texas. The firm has 6 employees and manages assets totaling $148.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Capstar Financial Services LLC includes asset-based and fixed fees.
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Capstar Financial Services LLC Brokerage Details
$148,223,487
6
306
$484,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Suzette Porter Work History
Capstar Financial, LLC
Capstar Financial Services Limited Liability Corporation
Fidelity Bank
Global Financial Private Capital, LLC
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
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