Background
American Portfolios Advisors, Inc.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. To fulfill our vision, we hired American Portfolios Advisors, Inc., which is part of the 2nd largest independent advisory firms in the nation. An SEC Registered Investment Advisor group of like-minded, independent financial services professionals in a private practice dedicated to serving their clients by offering sound financial guidance and solid investment advice. Form ADV Part 2A Disclosure Brochure
Dustin LaPorte’s
Educational Background and Achievements
- College
- University of NC at Charlotte, B.S. degree in Business Administration
- American College, prerequisite classes for the Board-Certified CFP® Exam
- Diversified Licenses
- Mortgage
- Investments (Series 6, 7, 63, and 65)
- Insurance (Life, Health, Accident, Long-Term Care, and Disability)
- Girl Scouts of Eastern South Carolina - Elected Board of Director and Investment Committee Chair
- Former Chosen SmartVestor Pro® through Dave Ramsey's Recommended Ramsey Solutions
- Certified Financial PlannerTM (CFP®)
- Certified College Funding Specialist® (CCFS®)
- Certified Plan Fiduciary Advisor® (CPFA®)
- Certified Kingdom Advisor® (CKA®)
- Certified Divorce Financial Analyst® (CDFA®)
- Pastoral Training
- All Access program at Seacoast Church - Mac Lake
- Mentored by Dr. Vern Jensen, PhD: author, pastor, and former bishop
- Graduate of Christ Quest Institute program
- Graduate of Our Community Listens program
- Author of Biblical Strategies to Financial Freedom