Daniel Porter
Investments and Retirement including 401k Rollovers, Retirement Planning, Investment Monitoring, Estate Planning and Insurance.
Financial Advisor at DJR Financial Services in Simi Valley, CA
About
Address
2480 Stearns Street in Simi Valley, CA 93063Info
Reviews
Peer Endorsements
Best Answers
Credentials
Licenses
Series 6
Series 63
California Life Insurance
License # 0D71418Series 7
Series 65
Certifications
Certified Citadel Estate Planner
Exams
General Securities Principal Exam 24
Accomplishments
Awards
2015 Estate Planner of the Year
Publications
Speaking Engagements
Background
Education
University of LaVerne
Disclosure
Investment Representative offering securities and advisory services through SagePoint Financial, a registered broker-dealer, registered investment adviser and member FINRA/SIPC. Insurance offered through DJR Financial Services. Estate planning offered through Citadel Law Offices. Tax and Accounting services offered through Skidmore Markell & Company. DJR Financial Services, Skidmore Markell & Company and Citadel Law Offices are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.California Life Insurance License # 0D71418.
