Louis Porter

Financial Advisor

Role
Financial Advisor at TruNorth Advisors
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Louis Porter

Louie is a Lead Advisor with TruNorth Advisors. He is very passionate about educating…

Experience

  1. Financial Advisor

    TruNorth Advisors

    Sep 2025 — Present · Charlotte, NC, US

    Helping clients reach their financial goals with our core philosophy.We believe that your money should be invested in the way that we want our money invested. There’s no shortcut to creating a well thought out portfolio, and we believe the extra effort is well worth it for our money and for yours. We focus on personal relationships with our clients to offer individualized solutions and services. We believe every person we meet with, is there for a reason and we look forward to being an asset for you moving forward.

Skills

  • Social Networking
  • Powerpoint
  • Microsoft Office
  • Customer Service
  • Social Media
  • Leadership
  • Microsoft Word
  • Public Speaking
  • Event Planning
  • Research

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Louis Porter — Financial Advisor at TruNorth Advisors in Charlotte, NC, US | Unifers