Chuck Porter Jr.

Chuck Porter Jr. Email and Phone Number

Director, Senior Investment Advisor and Accredited Investment Fiduciary at Canon Capital Wealth Management @ Canon Capital Wealth Management
Chuck Porter Jr.'s Location
Souderton, Pennsylvania, United States, United States
Chuck Porter Jr.'s Contact Details

Chuck Porter Jr. work email

Chuck Porter Jr. personal email

n/a

Chuck Porter Jr. phone numbers

About Chuck Porter Jr.

Accredited Investment Fiduciary - committed to the highest standard of carePersonal (High Net Worth) - Fee-only Investment Advisor- Multi-Family Office - Virtual Office Support and DeliverySpecialties: Fee-Only Investment Advisor, RIA, Family Office, Fiduciary Support, Virtual Family OfficeInvestment advisory and financial planning services offered through Summit Financial, LLC.,(“Summit”) a SEC-Registered Investment Adviser, doing business as Canon Capital WealthManagement. The views and opinions expressed on this page are solely those of the author andshould not be attributed to Summit. Neither the author nor Summit are affiliated with LinkedIn,Inc. Any non-Summit URLs, external websites or links mentioned on LinkedIn are unaffiliatedwith Summit. We have not verified the information and opinions found on those third-partywebsites, nor do we make any representations as to its accuracy or completeness. NeitherSummit or its affiliates endorse third-party products and services or privacy and security policies.You should review any third-party's policies, terms, and conditions carefully. None of thestatements on this page are intended to recommend any security, service, or product or toprovide investment, tax, or any other advice. Clients should make all decisions regarding the taxand legal implications of their investments and plans after consultation with their independenttax or legal advisors. We cannot accept endorsements and recommendations.

Chuck Porter Jr.'s Current Company Details
Canon Capital Wealth Management

Canon Capital Wealth Management

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Director, Senior Investment Advisor and Accredited Investment Fiduciary at Canon Capital Wealth Management
Chuck Porter Jr. Work Experience Details
  • Canon Capital Wealth Management
    Director
    Canon Capital Wealth Management Jan 2023 - Present
  • Canon Capital Wealth Management
    Senior Investment Advisor - Partner/Unit Holder
    Canon Capital Wealth Management Jul 2006 - Present
    Harleysville, Pa
    Fee-only investment advisor currently working at Canon Capital, a leading comprehensive financial services firm in the Mid-Atlantic Region. I truly specialize in serving individuals and their families, providing financial advice, behavioral coaching and multi-generational wealth creation/preservation planning. Our firm's core competencies as an integrated provider help me provide this service at the highest level.I love what I do and I truly have the best clients an advisor could hope for!
  • Pnc Investments
    Licensed Financial Sales Consultant
    Pnc Investments Dec 2005 - Jul 2006
    Trained Sales Consultant for Investment and Bank related products.
  • Commerce Capital Markets
    Investment Associate
    Commerce Capital Markets Jan 2004 - Dec 2005
    Worked alongside an established Certified Financial Planner as an assistant. Primary focus was on data delivery and client service support.

Chuck Porter Jr. Skills

Investments Financial Advisory Investment Advisory Mutual Funds Retirement Planning Asset Allocation Wealth Investment Strategies Wealth Management 401k Retirement High Net Worth Individuals Strategic Financial Planning Asset Management Etfs Alternative Investments Investment Management Wealth Management Services Family Office Ria Portfolio Management Iras Certified Financial Planner Retirement Plan Consulting Mep

Chuck Porter Jr. Education Details

  • Widener University
    Personal Financial Service
  • Pepperdine University, The George L. Graziadio School Of Business And Managementcer
    Pepperdine University, The George L. Graziadio School Of Business And Managementcer
    Family Office Management
  • Indian Valley Chamber Of Commerce
    Indian Valley Chamber Of Commerce
    Community Leadership Institute

Frequently Asked Questions about Chuck Porter Jr.

What company does Chuck Porter Jr. work for?

Chuck Porter Jr. works for Canon Capital Wealth Management

What is Chuck Porter Jr.'s role at the current company?

Chuck Porter Jr.'s current role is Director, Senior Investment Advisor and Accredited Investment Fiduciary at Canon Capital Wealth Management.

What is Chuck Porter Jr.'s email address?

Chuck Porter Jr.'s email address is cp****@****tal.com

What is Chuck Porter Jr.'s direct phone number?

Chuck Porter Jr.'s direct phone number is +121556*****

What schools did Chuck Porter Jr. attend?

Chuck Porter Jr. attended Widener University, Pepperdine University, The George L. Graziadio School Of Business And Managementcer, Indian Valley Chamber Of Commerce.

What are some of Chuck Porter Jr.'s interests?

Chuck Porter Jr. has interest in (Past) President, President.

What skills is Chuck Porter Jr. known for?

Chuck Porter Jr. has skills like Investments, Financial Advisory, Investment Advisory, Mutual Funds, Retirement Planning, Asset Allocation, Wealth, Investment Strategies, Wealth Management, 401k, Retirement, High Net Worth Individuals.

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