Mark Porter has been an investment adviser representative at Northeast Planning Associates since August 2011, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Mark Porter’s longest registration is the current one, 15 years at LPL Financial LLC since 2011.
- LPL Financial LLCAlso current– present · 15 yearsAdviser representative · Firm CRD 6413
- – present · 15 yearsCanton, MA · Adviser representative · Firm CRD 131406
Investment adviser representative registrations
Mark Porter is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2011; the most recent is Texas, in January 2022.
- MassachusettsSince 24 August 2011
- TexasResidentSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 August 2005 |
| Series 7 | General Securities Representative Examination | 2 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Jeffrey Porter
- CRD
- 4943237
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- Canton, MA
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Mark Porter work?
Mark Porter is an investment adviser representative registered through Northeast Planning Associates, Inc. since August 2011, and is not listed among the firm’s executive officers or direct owners.
Is Mark Porter a financial advisor?
Yes. Mark Porter has a current investment-adviser registration in Massachusetts and Texas, through Northeast Planning Associates since August 2011.
How many years of experience does Mark Porter have?
Mark Porter has 21 years in the financial industry, since August 2005, across 2 adviser firms.
What exams has Mark Porter passed?
Mark Porter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2005. FINRA credited Mark Porter with the SIE, which began in October 2018.
Where is Mark Porter based?
Mark Porter’s registered office is in Canton, MA.
Is Mark Porter registered with FINRA?
Yes. Mark Porter has a current broker registration, under CRD 4943237.
Source: FINRA BrokerCheck
How can I verify Mark Porter’s record?
Search CRD 4943237 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mark Porter’s full registration record.
