Daniel Lee Porter

Financial advisor at Charles Schwab & Co., Inc. · Phoenix, AZ

Last updated 2026-10-10

Claim your profile

Daniel Lee Porter is a financial advisor at Charles Schwab & Co., Inc. in Phoenix, AZ, CRD 6655172. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2018-09-04.

Registration

CRD number
6655172
Registration status
Active
IAPD registration
2018-09-04
Industry Experience
8 years
Work Experience
10 years
States registered
AZ, CA

Licenses and exams

  • Series 66
  • Series 63

Work history

  • 2016-05 to Present · Charles Schwab & Co., Inc. · Peoria, AZ

Current employment

SEC IAPD record for Daniel Lee Porter

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Daniel Lee Porter is a financial advisor at Charles Schwab & Co., Inc. in Phoenix, AZ. Reported securities licenses include Series 66 and Series 63. The latest record indicates 8 years of industry experience and 10 years of reported work history.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

2423 E Lincoln Dr, Phoenix, AZ 85016-1215

448 advisors at this office.

Charles Schwab & office in Phoenix, AZ

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Daniel Lee Porter?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.