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Philip Bradford Kidd

Newport Group Consulting, LLC

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About Philip Bradford Kidd

Philip Bradford Kidd is a financial advisor with over 15 years of experience in the financial services industry. Philip is currently registered with Newport Group Consulting, LLC and is licensed to provide investment advice in Florida and Georgia. Philip has held previous positions at Newport Group Securities, Inc., Capacuity Securities, Inc., Clark Securities, Inc., Raymond James & Associates, Inc. and Texas Securities Partners, Inc. Philip holds the Series 7, 63, 66 and SIE securities licenses.

Firm Information

Philip Kidd is currently registered with Newport Group Consulting, LLC. Newport Group Consulting, LLC is a Lake Mary, Florida-based investment advisor with approximately $2.56 billion in regulatory assets under management. The firm provides investment performance analytics for retirement plans, foundations and endowments. They also offer managed account services for plan participants, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and pooled investment vehicles.
Newport Group Consulting, LLC

300 PRIMERA BLVD.

LAKE MARY, FL 32746

$2.56B

Assets Under Management

197

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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Philip Kidd’s Registration & Firm History

FL

11/08/2022 - Present

Newport Group Consulting, LLC (LAKE MARY FL)

FL

11/02/2022 - 08/31/2023

NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)

FL

07/24/2020 - 11/01/2022

CAPACUITY SECURITIES, INC. (LAKE MARY FL)

FL

05/18/2011 - 06/30/2020

NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)

NC

02/18/2008 - 04/04/2011

CLARK SECURITIES, INC. (GREENSBORO NC)

FL

06/21/2005 - 05/01/2006

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

TX

03/10/2005 - 05/31/2005

TEXAS SECURITIES PARTNERS, INC. (PLANO TX)

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Licenses & Designations

BOTH

Issued 08/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/09/2005

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Bradford Kidd.
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