New Business Is Advising The Advisers

Richmond Times Dispatch:

With changing regulations, a market in flux and investors weary of deciding where to put their life savings, the job of an independent financial adviser is getting more difficult by the day.

One Richmond man, however, is trying to make their lives just a bit easier.

Stuart M. Porterfield owns Advisor PT, a coaching and consulting firm that helps independent financial advisers operate their businesses more effectively.

The company launched its Web site last month, and he’s begun working with clients.

Porterfield spent 15 years with Wachovia Securities, most recently as a national sales manager. When the firm moved its operations to St. Louis, he and his wife, Kristi, considered going but decided to stay in Richmond, where they’ve lived for about 19 years.

After Wachovia, Porterfield took some time off to figure out where he wanted to go with his career.

“I thought about going to a bigger firm, but if I really wanted to work at big firm I would have stayed with Wachovia,” he said.

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