How does the advisor help clients – Key Takeaways:
PORTER KICKHAM is a seasoned financial expert who has been helping clients achieve their financial goals for over 20 years. With his extensive knowledge and experience in the financial industry, he assists clients in building and managing their wealth, providing them with the necessary tools and strategies to secure their financial future.
As a trusted advisor, PORTER KICKHAM offers a personalized and comprehensive approach to financial planning, taking into account each client’s unique needs and goals. By understanding their financial situation and risk tolerances, he creates tailored solutions to help clients achieve their financial objectives.
Facts and Insights
PORTER KICKHAM is a registered financial advisor with the Securities and Exchange Commission (SEC) and operates under The Securities Act of 1933 and The Securities Exchange Act of 1934.
He holds a Bachelor’s degree in Finance from a prestigious university and has completed various professional certification programs to stay up-to-date with the latest financial trends and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10+ | 20+ years |
Financial Services Offered
PORTER KICKHAM offers a wide range of financial services to meet the diverse needs of his clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
With his expertise in these areas, PORTER KICKHAM helps clients create a well-rounded financial plan that considers all aspects of their financial life.
Client Types
PORTER KICKHAM works with a diverse range of clients, including:
- High-net-worth individuals
- Young professionals
- Business owners
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
PORTER KICKHAM believes in transparency and provides his clients with a clear and understandable fee structure. He charges a percentage of assets under management and may also receive commissions from certain financial products.
Background
PORTER KICKHAM started his career in the financial industry as an analyst for a top investment firm before becoming a financial advisor. With his strong analytical skills and financial knowledge, he has helped numerous clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
PORTER KICKHAM has a clean record and has not faced any disciplinary actions or legal issues in his career. He prioritizes the best interests of his clients and operates with the highest ethical standards and professionalism.