CHARLEY TODD PORTER is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2010-11-11 | 2018-07-13 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2010-10-14 | 2010-10-20 | — |
| RIDGEWAY CONGER ADVISORY SERVICES | 2010-06-07 | 2010-10-13 | — |
| LPL FINANCIAL LLC | 2009-02-20 | 2010-05-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-01-09 | 2009-01-02 | — |
| EDWARD D. JONES & CO., L.P. | 2007-08-28 | 2007-08-30 | — |