Staci Compagno (CRD# 2824392) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 22 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 |
|---|---|---|---|
| Portside Wealth Group, LLC | Provo, UT | Feb 2023 - Current | 1 |
| Townsquare Capital LLC | Provo, UT | Mar 2019 - Current | 5 |
| Dfpg Investments, LLC | Sandy, UT | Aug 2020 - Oct 2022 | 2 |
| Allegis Investment Services | Idaho Falls, ID | Aug 2014 - Sep 2019 | 5 |
| Allegis Investment Advisors | Idaho Falls, ID | Aug 2014 - Jul 2018 | 3 |
| Cetera Advisors Networks | El Segundo, CA | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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
- A percentage of assets under your management
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