
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