Margo Porter-Panfili has been an investment adviser representative at Investor's Fiduciary Advisor Network since February 2012, and is not listed among the firm’s executive officers or direct owners.
Investor'S Fiduciary Advisor Network, LLC is a firm with $787M under management, 887 clients and 16 advisers across 15 offices, as of its March 2026 filing.
Margo Porter-Panfili’s longest registration is the current one, 14 years at Investor's Fiduciary Advisor Network since 2012. Before joining Investor's Fiduciary Advisor Network in 2012, Margo Porter-Panfili was registered through Pacific West Financial Consultants Inc.
- Pacific West Financial Consultants Inc– · 3 yearsRenton, WA · Adviser representative · Firm CRD 108728
Investment adviser representative registrations
Margo Porter-Panfili is registered as an investment adviser representative in 2 states. The first approvals date from February 2012; the most recent is Indiana, in June 2023.
- IndianaSince 28 June 2023
- WashingtonSince 9 February 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 May 2008 |
| Series 7 | General Securities Representative Examination | 17 January 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Margo Ruth Porter-Panfili
- CRD
- 5448766
- Firm
- Investor's Fiduciary Advisor Network · CRD 159301
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Margo Porter-Panfili work?
Margo Porter-Panfili is an investment adviser representative registered through Investor'S Fiduciary Advisor Network, LLC since February 2012, and is not listed among the firm’s executive officers or direct owners.
Is Margo Porter-Panfili a financial advisor?
Yes. Margo Porter-Panfili has a current investment-adviser registration in Indiana and Washington, through Investor's Fiduciary Advisor Network since February 2012.
How many years of experience does Margo Porter-Panfili have?
Margo Porter-Panfili has 18 years in the financial industry, since May 2008, across 2 adviser firms.
What exams has Margo Porter-Panfili passed?
Margo Porter-Panfili has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2008.
Where did Margo Porter-Panfili work before Investor's Fiduciary Advisor Network?
Before Investor's Fiduciary Advisor Network, Margo Porter-Panfili was registered through Pacific West Financial Consultants Inc, May 2008 to February 2012.
Is Margo Porter-Panfili registered with FINRA?
No. Margo Porter-Panfili has no current broker registration.
How can I verify Margo Porter-Panfili’s record?
Search CRD 5448766 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margo Porter-Panfili’s full registration record.