Julius M Porter
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Reach Financial ServicesJan 2021 to now
- J.R. Financial Services LLCJan 2018 to now
- Troy High SchoolNov 2021 to May 2025
- Avantax Advisory ServicesDec 2019 to Sep 2025
- Avantax Insurance Agency, LLCDec 2019 to Sep 2025
- Avantax Investment Services, Inc.Dec 2019 to Sep 2025
- The O.N. Equity Sales CompanyMay 2017 to Dec 2019
- Financial Architects Inc.Apr 2017 to Dec 2019
- Ohio National Life Insurance CompanyApr 2017 to Dec 2019
- On Investment Management CoApr 2017 to Dec 2019
- Edward JonesDec 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6269637
- Firm CRD
- 105644