Landon H. Portner
Professional summary
Landon H Portner, who also goes by Landon H Portner, Landon Harrison Portner, is a registered financial advisor currently at ENVESTNET PMC located in Raleigh, North Carolina.
Landon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Landon has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Landon H Portner's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 11, 2016 - Present
ENVESTNET PMC
Office #1: 621 Hillsborough St 10th Floor, Raleigh, NC, 27603March 3, 2014 - November 24, 2015
UBS FINANCIAL SERVICES INC.
March 3, 2014 - November 24, 2015
UBS FINANCIAL SERVICES INC.
March 16, 2012 - February 4, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 15, 2012 - February 4, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/14/2016)
(11/11/2016)
Exams
Current Firm
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,021,610 |
| AUM (Assets Under Management) | $ 532,197,263,852 |
Red Flags
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Company Information
ENVESTNET PMC
CRD#: 111694Raleigh, NC 27603TRUST BUT VERIFY
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