Dylan Porto
Lead RIA Billing Specialist
Dylan Porto
Lead RIA Billing Specialist
I support our growth by processing monthly and quarterly management fees for our advisors and managing the fee rejection and collection process at Schwab and Fidelity. I also serve as the go-to resource for any RIA advisory fee questions, recalculations, reversals, final bills, or billing anomalies.
Our success…One of my favorite successes has been onboarding new advisory teams, like the Corey Group and the Albritton team, and receiving positive feedback on our compensation team, portal, and streamlined billing process. Hearing that our support makes a difference for new advisors is incredibly rewarding; our success is truly their success.
My professional background includes my role at my previous firm, Laurel Wealth Advisors, where I wore multiple hats – handling operational, compliance, and billing responsibilities—which required me to adapt quickly and learn new systems and skills. This well-rounded experience prepared me for my billing/accounting roles at Integrated, where I approach requests with a critical eye, understanding that there are operational and compliance implications. My industry knowledge extends well beyond billing, giving me a comprehensive perspective that adds value to my role and the firm.
Rounding out my life…Outside of work, I love being outdoors—whether it’s golfing, hiking, running, bike riding, or spending time at the beach in the Southern California sun. Snowboarding is my favorite hobby, especially in Utah and Colorado. I also enjoy hanging out with friends, traveling, working out, cooking, watching sports, discovering new places/restaurants, listening to music, or reading a good book.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
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