Duane Porter

Senior Vice President Coaching & Training at Money Concepts

Duane Porter has a diverse work experience spanning over several industries. Duane is currently serving as the Vice President of Professional Development at Money Concepts since September 2021. Prior to this, they worked as the Owner and President of DFP Financial & Consulting starting from July 2019.

From February 2014 to July 2019, Duane worked as a Regional Program Manager at CUSO Financial Services, LP, where they were responsible for the growth and development of investment programs in various regions. Before that, they held various roles at CUNA Brokerage Services, Inc from 2002 to 2013, including Senior National Sales Manager, Lead Regional Sales Manager, Northwest District Manager, and Financial Advisor & Vice President Wealth Management.

Duane also has experience as a Registered Representative at Edward Jones Investments from 1999 to 2002 and as the Owner and Agent of Duane Porter Insurance from 1996 to 1999. Duane began their career as a Store Manager at Wal-Mart Stores Inc. from 1993 to 1996.

Duane Porter completed their Diploma of Completion in Credit Union Management from Western CUNA Management School from 2008 to 2010. Prior to that, from 1990 to 1993, they studied Technology, Economics, and Mathematics at Southern Oregon University, although they did not obtain a degree in this field.

Location

Prineville, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Money Concepts

Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices"​ to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts