CHARLES KEVIN PORTER is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2024-07-03 | present | Yes |
| CANON CAPITAL INVESTMENT ADVISORY | 2006-07-21 | 2024-08-06 | — |
| PNC WEALTH MANAGEMENT | 2006-02-15 | 2006-07-18 | — |
| TD WEALTH MANAGEMENT SERVICES INC. | 2005-08-18 | 2006-01-05 | — |