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John David Porter

KCPAG FINANCIAL ADVISORS LLC·ROBINSON, Illinois
SIE, Series 7, Series 63, Series 66CFAClean record24 years registeredKCPAG FINANCIAL ADVISORS LLC
302 E. WALNUT STREET, ROBINSON, IL 62454CRD# 2056139Firm CRD# 117491

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Porter · ROBINSON, IL
Registration
CRD #2056139 · KCPAG FINANCIAL ADVISORS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

KCPAG FINANCIAL ADVISORS LLC
Nov 2001 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · November 21, 2001
Years registered · 24
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KCPAG FINANCIAL ADVISORS LLC
CRD 117491 · SEC 801-60922
AUM
$50M
Regulatory assets under management
Employees
11
218 client accounts
Services offered by KCPAG FINANCIAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KCPAG FINANCIAL ADVISORS LLC →
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05

Frequently Asked Questions

What services does John David Porter offer?
John David Porter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROBINSON, Illinois for a consultation.
What are John David Porter's credentials?
John David Porter holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John David Porter located?
John David Porter is based in ROBINSON, Illinois, working with KCPAG FINANCIAL ADVISORS LLC. Their office serves clients in the ROBINSON metropolitan area and surrounding communities.
How does John David Porter charge for services?
John David Porter's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KCPAG FINANCIAL ADVISORS LLC?
KCPAG FINANCIAL ADVISORS LLC has approximately 11 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KCPAG FINANCIAL ADVISORS LLC

Gregory Paul Meador
ROBINSON, IL
Thomas Arthur Moore
ROBINSON, IL
CFP
Shawna Delane Horne
ROBINSON, IL

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