Warren Judd, financial advisor Provo UT

Warren Judd

CRD Number: 4489418
Current Firm: Portside Wealth Group, LLC

Warren Judd (CRD# 4489418) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Portside Wealth Group Provo, UT Apr 2023 - Current < 1
Smart Financial Provo, UT Jan 2003 - Current 21
Townsquare Capital LLC Provo, UT Jul 2019 - Jun 2023 3
Capital Asset Advisory Services Haslett, MI Jan 2013 - Jul 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Warren C. Judd
Phone Number: 385-412-1222
Registered State(s):
  • NE
  • UT
By the Numbers
  • Total Assets Under Management
    885
    MILLIONS
  • Total Number of Accounts
    10,048
    ACCOUNTS
  • Average Account Value
    $88,054
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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