Cardell Porter
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Cardell Porter? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Truist Advisory Services, Inc.Feb 2021 to now
- Truist Investment Services, Inc.Feb 2021 to now
- Suntrust Investment Services, IncDec 2019 to Feb 2021
- Wells FargoJan 2019 to Nov 2019
- Advantage ResourcingDec 2017 to Dec 2018
- UnemployedJul 2017 to Dec 2017
- University of MississippiJul 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 6897768
- Firm CRD
- 283390