Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Austin Walker is a financial advisor with over 20 years of experience in the financial services industry. Rodney currently works for Portside Wealth Group, LLC, and is registered to provide investment advisory services in Texas and Utah. Rodney holds Series 7, Series 63, and Series 65 licenses. He is also a Certified Financial Planner. Prior to his current role, Rodney worked for DFPG INVESTMENTS, LLC, Allegis Investment Services, LLC, and Securities America, Inc. Rodney provides financial planning, portfolio management for individuals and businesses, and selection of other advisers services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
04/17/2023 - Present
Portside Wealth Group, LLC (South Jordan UT)
UT
02/28/2019 - 05/28/2020
DFPG INVESTMENTS, LLC (SOUTH JORDAN UT)
UT
05/23/2016 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (South Jordan UT)
UT
06/21/2001 - 05/13/2016
SECURITIES AMERICA, INC. (SALT LAKE CITY UT)
NY
11/01/2000 - 05/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
10/26/2000 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
IA
Issued 10/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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