Rosemarie Elizabeth Porter
Investment adviser representative at Direct Financial Care
13 yearsExperience
2 statesRegistered in
$232.6MFirm assets
2 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
Experience
13 years in the industry.
- Direct Financial CareMay 2025 to now
- Guidedmoney, LLCMay 2025 to now
- Virtual Outsource SolutionsOct 2023 to Apr 2025
- Mcclarren Financial Advisors, LLCJun 2021 to Sep 2023
- Kingdom Tax Services LLCJan 2021 to Apr 2021
- Logistics PlusMay 2020 to Jul 2020
- Engagement AmbassadorOct 2017 to Dec 2020
- Edinboro University of PennsylvaniaAug 2017 to May 2021
- Brentwood High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, WI).
Direct Financial Care
Legal name: Guidedmoney, LLC
$232.6MAssets managed
97Clients
2Advisers
2 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
- 7391138
- Firm CRD
- 310559