Porter Britton Gregory
CFP®Professional Summary
Porter Britton Gregory, CFP® is a registered financial advisor currently at SEABORN FINANCIAL, LLC located in Austin, Texas. Porter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Porter has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Business Services
- Financial Planning
- Education Funding
- Retirement Planning
- Investment Management
- Risk Management & Insurance
- Tax Planning
- Estate & Legacy Planning
Specializations
Biography
I was an engineer for nearly 20 years, so I get it. You want radical transparency. You want a data-driven approach to financial planning and investment management. You don't like commissions and financial fads -- you don't want to be sold, you just want good advice. You want something you can trust, but verify. That's what Seaborn offers.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
BRITTON GREGORY FINANCIAL SERVICES, LLC | SEABORN FINANCIAL, LLC | GREGORY, PORTER BRITTON
Contact Information
Main Address
Austin, TXPhone Number
(512) 814-7258# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
507AUM (Assets Under Management)
$151,302,065Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
BRITTON GREGORY FINANCIAL SERVICES, LLC | SEABORN FINANCIAL, LLC | GREGORY, PORTER BRITTON
State Registrations and Notice Filings
(1/4/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Porter Britton Gregory's CRS (Customer Relationship Summary).
Services Offered by Porter
- Business Services
- Financial Planning
- Education Funding
- Retirement Planning
- Investment Management
- Risk Management & Insurance
- Tax Planning
- Estate & Legacy Planning
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