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Trenton Porter Lay

Kingsview Wealth Management, LLC

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About Trenton Porter Lay

Trenton Porter Lay is a financial advisor with over 18 years of experience in the industry. Trenton is registered with Kingsview Wealth Management, LLC and holds licenses in Colorado and Washington. Trenton also has a Series 7 and Series 66 license, as well as the SIE exam. Trenton's previous experience includes positions with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Trenton specializes in providing financial planning, portfolio management and selection of other advisors to individuals, businesses, and investment companies.

Firm Information

Trenton Lay is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Trenton Lay’s Registration & Firm History

OR

11/29/2018 - Present

Kingsview Wealth Management, LLC (GRANTS PASS OR)

WA

01/03/2011 - 12/04/2018

WELLS FARGO CLEARING SERVICES, LLC (FREELAND WA)

WA

05/13/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (OAK HARBOR WA)

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Licenses & Designations

BOTH

Issued 08/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Trenton Porter Lay. Review regulatory record here.
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