Harold Porter has been an investment adviser representative at Summit Wealth & Retirement Planning since January 2017, and is not listed among the firm’s executive officers or direct owners. Harold Porter studied at the University of Oregon.
Summit Wealth & Retirement Planning, Inc. is an Eagle, ID firm with $978M under management, 354 clients and 7 advisers across 5 offices, as of its March 2026 filing.
Hal Porter is Of Counsel at Summit Wealth & Retirement Partners. He served almost 8 years in the Air Force on active duty and in the reserves, then entered a training program at CIGNA Financial Group to become a financial planner. He later spent over 15 years in institutional asset management, providing investment consulting and asset management services to pension plans, endowments, foundations and large 401K plans, and joined Summit about 12 years ago.
Harold Porter’s longest registration was 10 years at Summit Wealth and Retirement Partners (2006–2017). Before joining Summit Wealth & Retirement Planning in 2017, Harold Porter was registered through VSR Advisory Services and Summit Wealth and Retirement Partners.
- – present · 9 yearsEagle, ID · Adviser representative · Firm CRD 285972
- VSR Advisory Services– · 6 yearsWalnut Creek, CA · Adviser representative · Firm CRD 14503
- Summit Wealth and Retirement Partners– · 10 yearsWalnut Creek, CA · Adviser representative · Firm CRD 136918
- Victory Capital Management Inc.– · 1 yearGranite Bay, CA · Adviser representative · Firm CRD 106189
Investment adviser representative registrations
Harold Porter is registered as an investment adviser representative in 2 states. The first approvals date from January 2017; the most recent is Oregon, in January 2018.
- CaliforniaSince 5 January 2017
- OregonSince 8 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2003 |
| Series 7 | General Securities Representative Examination | 18 July 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 1983 |
| Series 22 | Direct Participation Programs Representative Examination | 18 October 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 October 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Harold King Porter
- CRD
- 1192910
- Firm
- Summit Wealth & Retirement Planning · CRD 285972
- Office
- 435 E SHORE DRIVE, SUITE 220, Eagle, ID 83616
- Registration
- Investment adviser registration
- In the industry since
- July 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- summitwealthandretirement.com
Where does Harold Porter work?
Harold Porter is an investment adviser representative registered through Summit Wealth & Retirement Planning, Inc. since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Harold Porter a financial advisor?
Yes. Harold Porter has a current investment-adviser registration in California and Oregon, through Summit Wealth & Retirement Planning since January 2017.
How many years of experience does Harold Porter have?
Harold Porter has 36 years in the financial industry, since July 1990, across 4 adviser firms.
What exams has Harold Porter passed?
Harold Porter has passed 5 licensing exams: the Series 6, Series 22, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 1983. FINRA credited Harold Porter with the SIE, which began in October 2018.
Where did Harold Porter work before Summit Wealth & Retirement Planning?
Before Summit Wealth & Retirement Planning, Harold Porter was registered through VSR Advisory Services, November 2009 to July 2016; Victory Capital Management Inc., July 2004 to October 2005.
Where is Harold Porter based?
Harold Porter’s registered office is in Eagle, ID.
Is Harold Porter registered with FINRA?
No. Harold Porter has no current broker registration.
How can I verify Harold Porter’s record?
Search CRD 1192910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harold Porter’s full registration record.