Individual Firm
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BARRETT SEAN PORTER
BARRETT PORTER
CRD#: 4257687
IA
ABACUS WEALTH PARTNERSCRD#: 128590 429 Santa Monica Blvd
Ste 500
Santa Monica, CA 90401
Ste 500
Santa Monica, CA 90401
0
Disclosures
23
Years of Experience
View By:
State Registrations
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California 12/3/2009
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Registered with this firm since 12/3/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/15/2006 - 01/21/2010 | PACIFIC PALISADES, CA | |
IA | 11/22/2005 - 12/07/2006 | LOS ANGELES, CA | |
IA | 01/07/2005 - 10/12/2005 | LOS ANGELES, CA | |
IA | 07/19/2004 - 12/17/2004 | SACRAMENTO, CA | |
IA | 09/10/2001 - 07/13/2004 | WESTLAKE VILLAGE, CA |
PACIFIC PALISADES, CA
12/15/2006 - 01/21/2010
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.