Kimberly Doleman (CRD# 5121254) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 12 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Concorde Investment Services | Livonia, MI | May 2023 - Current | 1 |
Portside Wealth Group | Provo, UT | May 2023 - Current | 1 |
Advent Health | Denver, CO | Jul 2005 - Current | 18 |
Townsquare Capital, LLC | Denver, CO | Mar 2018 - Jun 2023 | 5 |
Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - May 2023 | 4 |
Allegis Investment Services | Idaho Falls, ID | Jul 2015 - Feb 2019 | 3 |
Allegis Investment Advisors | Idah Falls, ID | Jul 2015 - Apr 2018 | 2 |
J.daniel Brinker & Company | Denver, CO | Feb 2000 - Apr 2017 | 17 |
Royal Alliance | Denver, CO | Mar 2015 - Jul 2015 | < 1 |
First Midwest Securities, Inc. | Denver, CO | Mar 2011 - Jul 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CO
- TX
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Total Assets Under Management885MILLIONS
-
Total Number of Accounts10,048ACCOUNTS
-
Average Account Value$88,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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