Stuart Porterfield Independent Consultant 804.334.7429 vCard

 

 

Stuart Porterfield has over 30 years of financial services industry experience, having worked closely with all types of financial entities, including Advisors, National, Regional & Independent brokerage firms, Asset Management firms, M&A firms and banks. Additionally, he has extensive knowledge in Advisor Recruiting & Development, including all areas of Practice Management. In his 30-year career he has worked with over 10,000 Advisors.

 

 

 

Experience

  • Strategic Planning
  • Advisory Services (Fee-Based Business)
  • Practice Management
  • Business Valuation & Succession Planning
  • Vendor assessment and selection
  • Marketing Strategy
  • Advisor Recruiting & Development

Career Highlights

  • Chief Sales & Marketing Officer, Riverfront Investment Group
  • Founder & Managing Principal, Advisor PT (Financial Services Consulting & Coaching)
  • Head of Business Development, Wealthcare Capital Capital Management
  • National Sales Manager, Wachovia Securities Financial Network
  • Director, Business Development & Recruiting, Wachovia Securities

Education, Accolades and Affiliations

  • B.A, Economics & English, Emory & Henry College
  • Completed the Securities Industry Institute Program (sponsored by SIFMA), Wharton School of the University of Pennsylvania
  • FINRA Series 7, 63 & 65

FEATURED CONSULTANT

Lance Whittemore,Director

Lance's career in financial services spans over 15 years and has a wide scope of expertise with RIAs, Broker/Dealers and clearing firms, performing examinations, and audits.

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