Harold K. Porter
Professional summary
Harold King Porter III, who also goes by Hal Porter III, Hal Porter, Harold King III Porter, is a registered financial advisor currently at SUMMIT WEALTH AND RETIREMENT PARTNERS located in Eagle, Idaho.
Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Harold has worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Harold King Porter III's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2017 - Present
SUMMIT WEALTH AND RETIREMENT PARTNERS
Office #1: 435 E Shore Drive Suite 220, Eagle, ID 83616October 7, 2016 - June 1, 2023
MUTUAL SECURITIES, INC.
November 16, 2009 - July 1, 2016
VSR FINANCIAL SERVICES, INC.
November 16, 2009 - July 1, 2016
VSR FINANCIAL SERVICES, INC.
November 14, 2006 - May 10, 2017
SUMMIT WEALTH AND RETIREMENT PARTNERS
January 6, 2006 - November 18, 2009
FSC SECURITIES CORPORATION
July 13, 2004 - October 10, 2005
VICTORY CAPITAL MANAGEMENT INC.
January 2, 2004 - October 7, 2005
VICTORY CAPITAL SERVICES, INC.
March 26, 2002 - December 31, 2003
KEYBANC CAPITAL MARKETS INC.
November 3, 1999 - October 11, 2000
CETERA WEALTH SERVICES, LLC
August 27, 1998 - November 22, 1999
OGILVIE SECURITY ADVISORS CORPORATION
July 22, 1997 - December 23, 1997
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
October 17, 1994 - May 12, 1995
OCC DISTRIBUTORS LLC
July 1, 1992 - September 29, 1994
PRUDENTIAL EQUITY GROUP, LLC
August 28, 1989 - August 29, 1990
LEHMAN BROTHERS INC.
October 20, 1988 - September 13, 1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC.
October 18, 1988 - November 29, 1988
HIMCO DISTRIBUTION SERVICES COMPANY
April 21, 1987 - August 1, 1988
FSC SECURITIES CORPORATION
October 12, 1983 - March 17, 1987
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
SUMMIT WEALTH AND RETIREMENT PARTNERS
CRD#: 285972 / SEC#: 801-108910
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2017)
(1/8/2018)
Exams
Current Firm
SUMMIT WEALTH AND RETIREMENT PARTNERS
CRD#: 285972 / SEC#: 801-108910
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 966 |
| AUM (Assets Under Management) | $ 824,768,246 |
Red Flags
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