Tim L. Porter, Cfp®

Tim L. Porter, Cfp® Email and Phone Number

President @ SMB Financial Services, Inc
Portland, OR, US
Tim L. Porter, Cfp®'s Location
Portland, Oregon Metropolitan Area, United States
Tim L. Porter, Cfp®'s Contact Details

Tim L. Porter, Cfp® personal email

n/a
About Tim L. Porter, Cfp®

Tim L. Porter, Cfp® is a President at SMB Financial Services, Inc. He possess expertise in investments, pensions, fixed annuities, retirement, 401k and 7 more skills.

Tim L. Porter, Cfp®'s Current Company Details
SMB Financial Services, Inc

Smb Financial Services, Inc

View
President
Portland, OR, US
Tim L. Porter, Cfp® Work Experience Details
  • Smb Financial Services, Inc
    President
    Smb Financial Services, Inc
    Portland, Or, Us
    View
  • Smb Financial
    President
    Smb Financial Sep 2005 - Present
    Portland, Or
    SMB Financial Services is a full service Registered Investment Advisor (RIA) registered with the SEC. My duties are to manage client and advisor relationships as well as lead the overall operations and research discussions and decisions within the firm. We currently have seven advisors and approximately $150 Million in assets under management.
    View
  • Outward Church
    Pastor
    Outward Church Jan 2013 - Present
    Silverton, Oregon, United States
    Outward Church, and their pursuit of the gospel, had a huge impact in my life. More than a decade later, I’m trying to return the favor and help others pursue the gospel at Outward by speaking at our Silverton location and leading in a variety of different areas.
    View
  • U.S. Coast Guard
    Coxswain (Boat Driver) Of The 29' Response Boat Small (Rbs)
    U.S. Coast Guard Jul 2012 - Jan 2021
    Newport, Or
    For many years I had a desire to serve our country. In 2012 I finally acted on that desire and joined the United States Coast Guard Reserve. It was an incredible experience.In May 2017 I was promoted to second class and made Coxswain for the second time on the 29' RBS. I’m m also certified as a Boarding Team Member and crewman on the 47’ MLB.In 2018 I was awarded the Reserve Enlisted Person of the Year for District 13 (Pacific NW). It was an honor to be recognized as one of the top performers in the USCG for my work: in the CG, my work outside as a financial advisor, and leader/volunteer through my church in Salem, OR.
    View
  • Principal Financial Group
    Advisor
    Principal Financial Group 2005 - 2010
    View

Tim L. Porter, Cfp® Skills

Investments Pensions Fixed Annuities Retirement 401k Investment Advisory Disability Insurance Income Protection Series 7 Retirement Planning Wealth Management Mutual Funds

Tim L. Porter, Cfp® Education Details

  • Portland State University
    Portland State University
    Major - Mathematics, Minor - Economics
    View
  • College Of Financial Planning
    College Of Financial Planning
    Masters In Financial Planning - Certified Financial Planner (Cfp)

Frequently Asked Questions about Tim L. Porter, Cfp®

What company does Tim L. Porter, Cfp® work for?

Tim L. Porter, Cfp® works for Smb Financial Services, Inc

What is Tim L. Porter, Cfp®'s role at the current company?

Tim L. Porter, Cfp®'s current role is President.

What is Tim L. Porter, Cfp®'s email address?

Tim L. Porter, Cfp®'s email address is ti****@****ces.com

What schools did Tim L. Porter, Cfp® attend?

Tim L. Porter, Cfp® attended Portland State University, College Of Financial Planning.

What skills is Tim L. Porter, Cfp® known for?

Tim L. Porter, Cfp® has skills like Investments, Pensions, Fixed Annuities, Retirement, 401k, Investment Advisory, Disability Insurance, Income Protection, Series 7, Retirement Planning, Wealth Management, Mutual Funds.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.