Seth R Porter
Professional Summary
Seth R Porter, who also goes by Seth R. Porter, is a registered financial advisor currently at CORE FINANCIAL, LLC located in Columbus, Ohio. Seth is registered as a RR (Registered Representative) and started their career in finance in 2017. Seth has worked at 2 firms and has passed the Series 63, Series 65 and Series 22TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Seth R. Porter
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
CORE FINANCIAL, LLC
Contact Information
Main Address
1086 N. Fourth Street - Suite 108, Columbus, OH 43201Mailing Address
1086 N. Fourth Street - Suite 108, Columbus, OH 43201Phone Number
(614) 485-2500Established
Ohio since 05/29/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (31 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/1/2020)
(10/6/2020)
(10/1/2020)
(9/3/2020)
(10/2/2020)
(9/2/2020)
(11/12/2020)
(1/11/2021)
(10/6/2020)
(10/1/2020)
(9/9/2020)
(9/1/2020)
(10/1/2020)
(10/2/2020)
(10/1/2020)
(10/1/2020)
(10/1/2020)
(11/2/2020)
(10/1/2020)
(10/3/2020)
(10/1/2020)
(9/1/2020)
(10/6/2020)
(10/1/2020)
(10/5/2020)
(1/11/2021)
(10/1/2020)
(1/11/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22TO — Direct Participation Programs Representative Examination
Passed Dec 2019About the Series 22TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Seth R Porter's CRS (Customer Relationship Summary).
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