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

Pete Bowman,Managing Director, Strategic Platform Services

Pete has extensive executive and management experience advising on brokerage platform and correspondent clearing alternatives and is Managing Director of Strategic Planning and Execution Services.

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