Janney Montgomery Scott
46yrs
Top advisor by experience in Doylestown
New
Daniel Porter
Financial advisor at Wells Fargo Advisors
Daniel Porter is a fiduciary financial advisor in Doylestown, Pennsylvania, registered since Mar 2026. Daniel joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 259 advisors with offices in Doylestown, and one of 226 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office2005 S Easton Rd Suite 108 Doylestown Commerce Center, Doylestown, PA 18901
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call Wells Fargo Advisors at 314-875-3000 and ask for Daniel Porter. Daniel works from the Doylestown, PA office.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel 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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