Rodney Walker (CRD# 4011607) is an Investment Advisor Representative working at Portside Wealth Group, LLC in South Jordan, UT and has over 23 years of experience in the finance industry. Rodney Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portside Wealth Group | Provo, UT | Apr 2023 - Current | 1 |
| Rodney A Walker - Agent | Salt Lake City, UT | Sep 2002 - Current | 21 |
| Townsquare Capital, LLC | Provo, UT | May 2018 - Jun 2023 | 5 |
| Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - May 2020 | 1 |
| Allegis Investment Services | Idaho Falls, ID | May 2016 - Feb 2019 | 2 |
| Allegis Investment Advisors | Idaho Falls, ID | May 2016 - Jun 2018 | 2 |
| Everbank | Jacksonville, FL | Nov 2005 - May 2016 | 10 |
| Securities America, Inc. | Salt Lake City, UT | May 2001 - May 2016 | 15 |
| Smedley Financial Services, Inc. Dba Smedley Financial Services | Salt Lake City, UT | May 2001 - May 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
- TX
- UT
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Total Assets Under Management885MILLIONS
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
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