Eric Stuart (CRD# 4181308) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 23 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portside Wealth Group | Provo, UT | Apr 2023 - Current | 1 |
| The Leaders Group Inc. | Littleton, CO | Nov 2022 - Current | 1 |
| Allegis Advisor Group | Sandy, UT | Jun 2016 - Current | 7 |
| Townsquare Capital | Riverton, UT | Jul 2018 - May 2023 | 4 |
| Dfpg Investments, Inc. | Sandy, UT | Jun 2019 - Nov 2022 | 3 |
| Allegis Investment Services, LLC | South Jordan, UT | Jul 2016 - Feb 2019 | 2 |
| Allegis Investment Advisors | South Jordan, UT | Jul 2016 - Jul 2018 | 2 |
| Pj Robb Variable Corp | Salt Lake City, UT | Sep 2012 - Jun 2016 | 3 |
| Crump Life Insurance Services | Salt Lake City, UT | May 2005 - Jun 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- UT
-
Total Assets Under Management885MILLIONS
-
Total Number of Accounts10,048ACCOUNTS
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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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