Momentum Independent Network
47yrs
Top advisor by experience in Colorado Springs
11yrs
Benjamin Porter
Financial advisor at D.A. Davidson & Co.
Benjamin Porter is a fiduciary financial advisor in Colorado Springs, Colorado, with 11 years in the industry. After three years at Merrill, Benjamin joined D.A. Davidson & Co. in 2019, a firm offering financial planning, investment management, and retirement plan consulting. D.A. Davidson & Co. reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1045 advisors with offices in Colorado Springs, and one of 989 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office121 S Tejon St, Suite 1109, Colorado Springs, CO 80903
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$552,040
Advisors at the firm696
States licensed ?1 state
Services through D.A. Davidson & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowD.A. Davidson & Co.Current firm
- 2015 – 2019MerrillPreviously
Contact Benjamin
(406) 727-4200Firm headquarters in Great Falls, MT. Ask for Benjamin. 121 S Tejon St, Suite 1109Colorado Springs, CO 80903Office · Get directions Facebook pageD.A. Davidson & Co.
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call D.A. Davidson & Co. at (406) 727-4200 and ask for Benjamin Porter. Benjamin works from the Colorado Springs, CO office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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