Michael
Porter
Ashton Thomas Private Wealth
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About this Advisor
Michael Porter is a financial advisor who works out of Casper, Wyoming with 2 years of relevant experience. Porter is an employee of Ashton Thomas Private Wealth. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Ashton Thomas Private Wealth. Porter has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in Alabama, Arizona, Arkansas, California, Colorado, Florida, Montana, Oregon, Utah, Washington and Wyoming. Ashton Thomas Private Wealth is a financial advisory business operating out of Scottsdale, AZ. The firm has offices in 16 locations and a total of 48 advisors. It handles $2 billion in total assets across its 4,533 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 4,533 accounts, 27% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on the financial services. Fee types billed by Ashton Thomas Private Wealth most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,003,187,684
48
4,533
$441,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Michael Porter Work History
Michael has been registered as a financial advisor for 2 years.*
Ashton Thomas Private Wealth
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Michael 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 Ashton Thomas Private Wealth
Helena, MT
Bozeman, MT
Scottsdale, AZ
Scottsdale, AZ
Denver, CO
Scottsdale, AZ
Saint Helena, CA
Bozeman, MT
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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