Coppell Advisory Solutions
42yrs
Top advisor by experience in La Verne
10yrs
Based in La Verne, California, Todd Porter is a fiduciary financial advisor with 10 years of industry experience. Todd joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 18 advisors with offices in La Verne, and one of 17 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office1487 Foothill Blvd, La Verne, CA 91750
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Todd
Tailored to Todd’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 Todd
How do I contact Todd?
Call Wells Fargo Advisors at 314-875-3000 and ask for Todd Porter. Todd works from the La Verne, CA office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Todd hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Todd 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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