Suzette M. Porter
Professional summary
Suzette Marie Porter, who also goes by Suzette Marie Blackburn, Suzette Marie Hopkins, Suzette Marie Neblett, is a registered financial advisor currently at CAPSTAR FINANCIAL SERVICES LLC located in Austin, Texas.
Suzette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Suzette has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Suzette Marie Porter's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2019 - Present
CAPSTAR FINANCIAL SERVICES LLC
Office #1: 6500 River Place Blvd Ste 200 Building 1, Austin, TX 78738September 19, 2013 - December 9, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
August 31, 2011 - September 20, 2013
PSP FINANCIAL SERVICES LLC
December 7, 2009 - September 14, 2011
REAP FINANCIAL GROUP, LLC
Primary Firm SEC Registration
CAPSTAR FINANCIAL SERVICES LLC
CRD#: 300349 / SEC#: 801-124743
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/25/2019)
(4/1/2019)
Current Firm
CAPSTAR FINANCIAL SERVICES LLC
CRD#: 300349 / SEC#: 801-124743
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 611 |
| AUM (Assets Under Management) | $ 172,968,189 |
Red Flags
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