Margo Ruth Porter-panfili
Investment adviser representative at Investor Fan
14 yearsExperience
2 statesRegistered in
$787.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Investor FanFeb 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IN, WA).
Investor Fan
Legal name: Investor's Fiduciary Advisor Network, LLC
$787.4MAssets managed
887Clients
14Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5448766
- Firm CRD
- 159301