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Founder (2003) and former co-owner for 18 years of SMB Financial Services, Inc., a Fee-Based, SEC Registered Investment Advisory firm with seven financial advisors. Associates included a Chartered Financial Analyst, Certified Financial Planners, a Certified Public Accountant. SMB Financial specialized in custom wealth management and provided complimentary "Can I Retire Spreadsheets" for retirement income planning.Securities regulations prohibit "testimonials" (endorsements) for securities work.
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Semi RetiredSmb Financial Services, Inc.Portland, Or, Us
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Interim PastorButte Creek Baptist Church Nov 2024 - PresentEagle Point, Oregon, United StatesInterim pastorate begins January 1, 2025.
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Semi RetiredSmb Financial Services, Inc. May 2003 - PresentPortland, Oregon, United States
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Founder And Former OwnerSmb Financial Services, Inc. Jun 2003 - Dec 202111535 Sw 67Th Ave., Portland, Or 97223SEC Registered Investment Advisor firm with other over 750 wealth management clients maintaining accounts in numerous states across the country.
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Account ExecutiveSmb Financial Services, Inc May 2003 - Oct 2024Portland, Oregon, United StatesRegistered Investment Advisor Founder & President 18 years. Focused on centers of influence: accountants, attorneys, credit unions & health maintenance organizations. SMB Provided 50 retirement preparation seminars for Kaiser Permanente & KaiPerm Credit Union in the Northwest. Employed CPA’s, CFP’s and A CFA. -
Interim PastorWoodland Park Baptist Church, Portland, Or Mar 2020 - Sep 202111375 Ne Halsey, Portland, OrInterim pastor during Covid while church engaged in pastoral search process. See Facebook, Woodland Park Baptist Church, Portland, Oregon for sermon videos.
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ManagerPrincipal Financial Group Jun 2001 - May 2003Portland, OregonStarted as a Manager at Principal in 2001 to recruit and train representatives. In 2003 began "doing business as "SMB Financial Services, LLC" which by 2010 had become a Registered Investment Advisory firm independent of Principal Financial Group. -
State Manager/Ge Financial AssuranceGeneral Electric May 2000 - May 2001Oregon & Sw WashingtonState Manager for Oregon and SW Washington and became licensed to sell Securities. Upon learning that GE would spinoff its financial services division I accepted a Sales Manager position at Principal Financial Group. -
Regional Sales ManagerThe Loewen Group, Inc. Jan 1997 - Apr 2000Salem, Oregon, United StatesRegional Sales Manager over two dozen locations and became insurance licensed.
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Founding PastorDayspring Fellowship Church Mar 1992 - Dec 1996Keizer, Oregon, United StatesFounding pastor of Dayspring Fellowship, Keizer, Oregon. In addition to church staff about 600 of the attendees had a volunteer responsibility. Purchased a five-acre existing church facility in the first few months at 1755 Lockhaven Drive, Keizer, Oregon. -
Senior PastorFirst Baptist Church Of Salem, Oregon Jan 1989 - Feb 1992United StatesWhile pastoring at First Baptist the congregation voted to church plant Dayspring Fellowship in Keizer, Oregon where I became the founding pastor.
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Founding PastorIsland Community Church, Islamorada, Florida Keys Sep 1968 - Dec 1988United StatesIsland Community Church began as an ocean-front house church in Islamorada in the Florida Keys. Later the church moved to a rented former Post Office building owned by the Russell family. Some years later in answer to prayer, the church received a donation to purchase the 450 seat Cinemorada movie theater and later still purchased a seven-acre parcel to build a 15,000 sq. ft. facility for the Island Christian School.
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Radio Show HostSceptics Corner/Island Community Church Jan 1984 - Nov 1987IslsmoradaRadio talk-show host on three Florida Keys stations. Format was thirty-minute interview style of various kinds of “sceptics” of Christianity and the Bible.
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Higher Education TeachingFlorida Keys Community College Jan 1980 - May 1980Plantation Key, FloridaTaught a Bible survey course. -
RegistrarClarity Christian College Formerly Florida Bible College Jan 1969 - May 1971Miami-Fort Lauderdale AreaRegistrar for a 1,000+ student college. Duties included domestic and international admissions, academic record-keeping, administering college class scheduling and enrollment procedures and initiating transition from paper to main-frame electronic record-keeping. -
College InstructorClarity Christian College Formerly Florida Bible College Sep 1968 - May 1971Miami-Fort Lauderdale AreaCollege instructor of Old and New Testament Bible courses plus public speaking and church polity. During this time the college enrolled over 1,000 students and purchased and relocated to the 600 room former Hollywood Beach Hotel (built in 1920) on Hollywood Beach in south Florida.
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Frequently Asked Questions about Bruce Porter
What company does Bruce Porter work for?
Bruce Porter works for Smb Financial Services, Inc.
What is Bruce Porter's role at the current company?
Bruce Porter's current role is Semi Retired.
What is Bruce Porter's email address?
Bruce Porter's email address is br****@****ast.net
What is Bruce Porter's direct phone number?
Bruce Porter's direct phone number is +150362*****
What schools did Bruce Porter attend?
Bruce Porter attended Dallas Theological Seminary, Florida Bible College.
What are some of Bruce Porter's interests?
Bruce Porter has interest in Flying, Fitness, Hiking.
What skills is Bruce Porter known for?
Bruce Porter has skills like Retirement Planning, Retirement, Employee Benefits, Financial Planning, Financial Planners, Estate Planning, Management, 401k, Public Speaking, Leadership, Customer Service, Strategic Financial Planning.
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Bruce Porter
Wichita Falls, Tx3aol.com, yahoo.com, uhsinc.com -
Bruce Porter
Customer Service | Marketing | Communications | Copywriter | Video Editor | Graphic Designer | Campaign Management | Pr | Brand Strategies | Email | Seo | Analytics | Paid MediaLong Beach, Ca -
Bruce Porter
Denver Metropolitan Area2randcc.com, weitz.com13 +130399XXXXX
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