Conan

Conan Porter
cporter@northstarsecurities.com
214.415.4149┃direct

 

 

Conan Porter, Senior Regional Vice President, CFP®

Conan Porter serves as senior regional vice president for NorthStar Securities, LLC (NorthStar) covering Northern California and Northern Nevada where he manages NorthStar’s sales efforts and supports advisors.

Conan has accumulated vast experience and knowledge in various capacities throughout his 20 years in the investment industry while working with many of the leading mutual fund and variable annuity companies including: American Century, Legg Mason Global Asset Management, DWS (formerly Scudder Annuities), Nationwide Best of America and H.D. Vest. Conan has a passion for investments and has been instrumental in helping advisors, CPAs and enrolled agents to grow their practices.

Conan resides with his wife and two children near Napa, California. Conan loves spending time with his son and daughter. One of his proudest moments was witnessing his son successfully test for a first degree black belt in Taekwondo at just nine years old. They worked together for three years to accomplish this goal. Conan also loves entertaining clients and friends in the beautiful wine country and also enjoys golf and all the wonders of Lake Tahoe.

Education and Certification
Bachelor of Science, Business Administration in Finance, Texas State University
Certified Financial Planner CFP®
Securities Licenses
Series 7, 4, 53 and 63