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Guy-robert A. Porter

CRD# 4452111·Registered 2002 - 2024

Previously Registered: Being a previously registered professional could mean that Guy-robert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Guy-robert A. Porter was a registered financial advisor. Guy-robert was a previously registered financial professional and started their career in finance 2002 - 2024. Guy-robert had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

PORTER KICKHAM·CRD# 301103

RIA

Ellisville, MO

May 13, 2019 - March 22, 2024

ENGINEERED RISK ADVISORY·CRD# 165414

RIA

Chesterfield, MO

October 2, 2012 - March 22, 2024

BROOKSTONE SECURITIES, INC.·CRD# 13366

RIA

Chesterfield, MO

March 10, 2010 - June 20, 2012

BROOKSTONE SECURITIES, INC.·CRD# 13366

BD

Chesterfield, MO

March 10, 2010 - June 22, 2012

BROOKSTONE SECURITIES, INC.·CRD# 13366

BD

Chesterfield, MO

January 26, 2009 - October 16, 2009

BROOKSTONE SECURITIES, INC.·CRD# 13366

RIA

Chesterfield, MO

August 21, 2007 - October 16, 2009

SECURITIES AMERICA ADVISORS, INC.·CRD# 110518

RIA

Chesterfield, MO

September 8, 2004 - July 9, 2007

SECURITIES AMERICA, INC.·CRD# 10205

BD

Chesterfield, MO

September 17, 2002 - July 9, 2007

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Current Firm

PK

PORTER KICKHAM

PORTER & KICKHAM, INC. | PORTER KICKHAM, INC. | PORTER KICKHAM

CRD#: 301103

Missouri

Registered Investment Advisory firm - Missouri (10/13/2026 Terminated)

Texas

Registered Investment Advisory firm - Texas (10/13/2026 Termination Requested)

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).

Contact Information

Main Address

16024 Manchester Rd Ste 200, Ellisville, MO 63011

Phone Number

(314) 565-4914

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

243

AUM (Assets Under Management)

$52,103,456

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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.

PORTER KICKHAM IS A CORPORATION OWNED BY MIKE KICKHAM AND GUY PORTER. EACH ARE 50% OWNERS. Guy Porter SPENDS 0 - 3 HOURS WEEKLY ON VARIOUS DUTIES FOR PK. Guy Porter volunteers with moveteranaid.org to assist veterans with benefit planning in connection with VA attorney. non-investment related. located at 14611 Rogue River Drive, Chesterfield, MO 63017. Hours vary. Guy Porter is a Missouri licensed insurance producer. investment related. hours vary. Market Candy, LLC; Director; Investment related: Yes; 14611 ROGUE RIVER DR CHESTERFIELD MO 63017 United States; Market Candy prepares educational experiences for traders and investors which include zoom classes, small group coaching, etc. Market Candy also consults with algorithmic traders who want to develop risk measures for their systems.; Duties: Deliver lectures, limited software consulting; 2023-03-04; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 2;

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State Registrations and Notice Filings

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

This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2002About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Sep 2002About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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