John
Dahle
Newport Group Consulting, LLC
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About this Advisor
John Dahle is a financial advisor operating out of Lake Mary, Florida with 5 years of relevant experience. Dahle works at Newport Group Consulting, LLC. Dahle has gained experience at Mullin Tbg, M Holdings Securities, Inc, Mullintbg Advisors, The Newport Group, Inc, Newport Group Securities, Inc, Newport Group Consulting, LLC and Newport Group, Inc. Dahle maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Newport Group Consulting, LLC is an advisory company headquartered in Lake Mary, FL. It controls $10 billion in total assets across its 589 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The business performs a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually are based on the financial services provided. Fees charged by Newport Group Consulting, LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newport Group Consulting, LLC Brokerage Details
$10,396,176,875
38
589
$17,650,555
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
John Dahle Work History
John has been registered as a financial advisor for 5 years.*
Newport Group Consulting, LLC
Newport Group, Inc
Newport Group Securities, Inc
The Newport Group, Inc
Mullintbg Advisors
M Holdings Securities, Inc
Mullin Tbg
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Dahle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newport Group Consulting, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Auburndale, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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