Harrison Stephen Porter
Advisor at Merrill — Saint Paul, MN E 7th St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
Saint Paul, MN 55101
Merrill
Institution
Harrison Porter is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Porter Group, where he has been serving clients since 2015. He specializes in comprehensive wealth management strategies, focusing on cash flow development and investment advising for individuals and families. Harrison primarily works with young business professionals and business owners, guiding them through various retirement milestones and providing access to private and commercial banking solutions.
Harrison holds a Bachelor's of Science degree from the University of Minnesota Twin Cities and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He also maintains his FINRA Series 7 and 66 registrations, NMLS certification (ID: 1488896), and State Life & Health Insurance licenses. Harrison's approach emphasizes goals-based planning to support clients in achieving their short- and long-term financial objectives.
He lives in Minneapolis with his wife, Katie. Harrison welcomes new client relationships and focuses on clear communication to develop long-term financial plans tailored to each client's goals and aspirations.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Saint Paul, MN E 7th St
30 E 7th St
Saint Paul MN 55101
Advisors at this office
32
Minnesota · Texas
10 years of industry experience
Bank of America,N.A.
2016 - Present • 10 years
St. Paul, MN
Merrill Lynch, Pierce, Fenner & Smith Inc
2015 - Present • 11 years
Saint Paul, MN
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Accountant / CPA / tax prep
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