MP

Mark J. Porter

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CRD#: 6494431
MP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark James Porter was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2015. Mark had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 1, 2015 - January 30, 2017

PRIORITY FINANCIAL PARTNERS

RIA
CRD#: 165806
DURANGO, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


PRIORITY FINANCIAL PARTNERS
PRIORITY FINANCIAL PARTNERS
PRIORITY FINANCIAL PARTNERS | PRIORITY FINANCIAL PLANNING, LLC

CRD#: 165806 / SEC#:

Colorado
Registered Investment Advisory firm - (4/24/2013 Approved)
Iowa
Registered Investment Advisory firm - (9/5/2025 Approved)
Kansas
Registered Investment Advisory firm - (7/15/2021 Approved)
Utah
Registered Investment Advisory firm - (12/4/2017 Terminated)
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Contact information


Main Address
1309 E. 3rd Ave Unit 112, Durango, CO 81301
Mailing Address
Phone number
(970) 880-9577
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts369
AUM (Assets Under Management)$ 100,717,211

Red Flags


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.

Company Information


PRIORITY FINANCIAL PARTNERS

PRIORITY FINANCIAL PARTNERS

CRD#: 165806

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