Robert W. Porter

PORTER INVESTMENTS

Houston, TX 77056

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CRD#: 1675449

Professional summary

Robert Wilson Porter, who also goes by Bob Porter, is a registered financial advisor currently at PORTER INVESTMENTS located in Houston, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Porter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wilson Porter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2003 - Present

PORTER INVESTMENTS

Office #1: One Riverway Suite 1700, Houston, TX 77056

RIA

CRD#: 114366

Houston, TX

Past

July 20, 1992 - September 26, 1996

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

April 27, 1992 - August 3, 1992

RETIREMENT INVESTMENT GROUP

CRD#: 7421

HOUSTON, TX

Past

June 18, 1989 - December 31, 1989

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

December 21, 1987 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

May 21, 1987 - August 18, 1987

ISC SECURITIES, INC.

CRD#: 8183

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(3/17/2017)

IAR

Texas
(7/21/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/13/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/1/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/24/1992

General Securities Representative Examination

Current Firm

PORTER INVESTMENTS

DAEDALUS CAPITAL GROUP, INC. | PORTER INVESTMENTS

CRD#: 114366 / SEC#:

Louisiana

Registered Investment Advisory firm - (3/17/2017 Approved)

North Carolina

Registered Investment Advisory firm - (12/4/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/17/1996 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

One Riverway Suite 1700, Houston, TX 77056

Mailing Address

Phone number

(713) 461-5303

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 11,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert W. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wilson Porter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTER INVESTMENTS

FIDELITY BROKERAGE SERVICES LLC

RETIREMENT INVESTMENT GROUP

SUNAMERICA SECURITIES, INC.

SOUTHMARK FINANCIAL SERVICES, INC.

ISC SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2017

Series 63

Date: 5/1/1992

Series 7

Date: 4/24/1992

Current Firm

PORTER INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PORTER INVESTMENTS

TRUST BUT VERIFY

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