| Advisor Profile |
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| Name: |
Guy Porter |
| Phone Number: |
(314) 732-0759 |
| Website: |
Visit Website
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| Disclaimer |
| This site is informational only. No offer or reccommendation is made to buy or sell securities. No recommendation is made to participate in any investment strategy. Past performance is not indicative of future results. Securities and Advisory Registrations: Securities licensed associates of Porter Kickham, Inc. are Registered Representatives of Brookstone Securities, Inc,, Member FINRA/SIPC, Investment advice offered through Brookstone Investment Advisory Services, an SEC Registered advisory. |
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Business Description |
No one likes market risk. It’s a necessary evil of investing. Understanding how market returns really work over the years just might let you relax and enjoy your financial security.
Porter Kickham brings institutional style management tools to individual investors. Whether you’re prudently making your money safer with diversification, or finding portfolio managers who might have some skill, you need science and sound principles, not sales talk. Our methods are backed by academic studies and practical experience.
Start planning for a safer, more secure retirement.
• Complimentary portfolio and plan review. Talk to us about your retirement strengths and weaknesses without obligation. We’re here to listen.
• Subscribe to “Robust Retirement,” our free newsletter for St. Louis families.
We’ll help you with
• Retirement Income Planning: Bring more certainty to your plans for the future.
• Risk Control: A sound plan frees you from the hype and hollering on the news. You’re more in control.
• Families with Seniors: Whether you need help planning to take care of an aging parent or protecting your children from having to take care of you as you, we can help
• Estate Planning: Everyone can leave a legacy. It’s important whether yours is a family journal, or a large charitable trust.
If you think it would make a difference to your family if you used the kind of asset management tools that pension funds and large institutions use in order to navigate your way through market turbulence, call for a free white paper. |
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General Information |
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| Name of Broker/Dealer: |
Brookstone Securities, Inc.
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| Name of Custodial Firm: |
Schwab
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| States Willing to do Business in: |
ALL
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| Years of Experience in Financial Services: |
9
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| Number of Years with Current Firm: |
9
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| Work Experience: |
Executive Officer, Porter Kickham, Inc
Clinical Research Director, Montgomery Clinic
Instructor, Biomechanics and Research Methods
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| I work with the following types of clients: |
Businesses, Individual Investors, Hedge Funds
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Education |
| Academic Background |
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| BA, Philosophy - Washington University, St. Louis |
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Services |
| Investment Types: |
Mortgages & Real Estate, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Mutual Funds, Insurance, Annuities, Stocks
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Annuity
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| Financial Organization Memberships: |
Society for Quantitative Analysis
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| Non-Financial Organization Memberships: |
MENSA member
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Fee % Based on Assets: |
2.25 - 0.7
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| Prepared By: |
Guy Porter |
Frequently Asked Questions |
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