KB
Kent W. Binning
PORTSIDE WEALTH GROUP
Provo, UT
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CRD#: 4291927
KB
Professional summary
Kent William Binning is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Provo, Utah.
Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kent has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SunCrest Advisors, LLC; owner Insurance Trails; i receive renewal and overrides from prior Insurance brokerage.; 1132 E Sunset Dunes Way Draper, Utah, 84020; Start Date 2/2019 ; Role/Title: Insurance Broker; Investment Related; 30 hours per month during securities trading hours] Portside Wealth Advisors: Investment related, IAR offering advisory services. Full time
CRS (Client Relationship Summary) - RIA
Click below to view Kent William Binning's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 17, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
RIA
CRD#: 325175
Provo, UT
Past
May 2, 2018 - June 14, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
PROVO, UT
Past
December 5, 2017 - May 10, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
South Jordan, UT
Past
March 22, 2017 - December 7, 2017
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
Sandy, UT
Past
December 20, 2016 - December 7, 2017
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SANDY, UT
Past
October 15, 2013 - June 15, 2016
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
MURRAY, UT
Past
August 9, 2013 - June 15, 2016
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MURRAY, UT
Past
August 14, 2009 - July 26, 2013
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
FEDERAL WAY, WA
Past
July 1, 2009 - July 26, 2013
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
FEDERAL WAY, WA
Past
March 19, 2008 - June 25, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
WEEHAWKEN, NJ
Past
March 18, 2008 - June 25, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
October 5, 2006 - March 17, 2008
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
BELLEVUE, WA
Past
July 18, 2006 - March 17, 2008
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
BELLEVUE, WA
Past
November 23, 2004 - June 30, 2006
ALLEGIS ADVISORS, INC.
RIA
CRD#: 131242
SALT LAKE CITY, UT
Past
October 14, 2002 - November 22, 2004
EQUITY SERVICES, INC.
RIA
CRD#: 265
RENTON, WA
Past
April 10, 2001 - June 16, 2006
EQUITY SERVICES, INC.
BD
CRD#: 265
RENTON, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/8/2023)
IAR
Utah(4/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
