Rodney
Walker
Portside Wealth Group, LLC
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About this Advisor
Rodney Walker is a financial advisor based in South Jordan, Utah, working with Portside Wealth Group, LLC. Rodney has previously held positions at Securities America, Inc, Smedley Financial Services, Inc Dba Smedley Financial Services, Everbank, Rodney A Walker - Agent, Townsquare Capital, LLC, Dfpg Investments, Inc, Portside Wealth Group, Allegis Investment Advisors, and Allegis Investment Services. Rodney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Utah. Currently, Rodney is part of Portside Wealth Group, LLC, which operates out of South Jordan, Utah. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rodney Walker Work History
Portside Wealth Group
Rodney A Walker - Agent
Dfpg Investments, Inc
Townsquare Capital, LLC
Allegis Investment Advisors
Allegis Investment Services
Everbank
Securities America, Inc
Smedley Financial Services, Inc Dba Smedley Financial Services
Disclosures
Please visit the SEC profile of Rodney Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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