Porter B. Gregory
SEABORN FINANCIAL
Austin, TX
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CRD#: 5989536
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.
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.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Investment Planning
Insurance Planning
Tax Planning
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
How do you get paid?
Fee Only
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Porter Britton Gregory'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®
CFP®
Start date: 2018
Experience
Current
January 4, 2012 - Present
SEABORN FINANCIAL, LLC
RIA
CRD#: 159073
Austin, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SEABORN FINANCIAL, LLC
BRITTON GREGORY FINANCIAL SERVICES, LLC | SEABORN FINANCIAL, LLC | GREGORY, PORTER BRITTON
CRD#: 159073 / SEC#: 801-131434
RIA
Registered Investment Advisory firm - (11/12/2024 Approved)Texas
Registered Investment Advisory firm - (11/18/2024 Terminated)Washington
Registered Investment Advisory firm - (8/29/2023 Terminated)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
Texas(1/4/2012)
Current Firm
SEABORN FINANCIAL, LLC
BRITTON GREGORY FINANCIAL SERVICES, LLC | SEABORN FINANCIAL, LLC | GREGORY, PORTER BRITTON
CRD#: 159073 / SEC#: 801-131434
RIA
Registered Investment Advisory firm - (11/12/2024 Approved)Texas
Registered Investment Advisory firm - (11/18/2024 Terminated)Washington
Registered Investment Advisory firm - (8/29/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Austin, TX
Mailing Address
Phone number
(512) 814-7258
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 427 |
| AUM (Assets Under Management) | $ 117,262,767 |
Red Flags
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