Caleb Porter (CRD# 3267420) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 19 years of experience in the finance industry. Caleb Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2672495
Mariner Independent
CRD# 4334815
J.p. Morgan Securities LLC
CRD# 4990656
Nancy K Weeks Associates, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | Boynton Beach, FL | Jan 2024 - Current | < 1 |
| Rockefeller Financial LLC | San Francisco, CA | Mar 2023 - Dec 2023 | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Apr 2017 - Mar 2023 | 5 |
| First Republic Investment Management, Inc. | San Francisco, CA | Apr 2017 - Mar 2023 | 5 |
| First Republic Securities Company, LLC | San Francisco, CA | Mar 2016 - Apr 2017 | 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | Mar 2016 - Apr 2017 | 1 |
| Bank Of America, N.a. | San Francisco, CA | Sep 2009 - Mar 2016 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Apr 2008 - Mar 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CA
- FL
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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