Kent Binning, financial advisor Provo UT

Kent Binning

CRD Number: 4291927
Current Firm: Portside Wealth Group, LLC

Kent Binning (CRD# 4291927) 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.

Similar Advisors
Kevin Larson, financial advisor Provo UT
Kevin J. Larson
CRD# 4683570
Cetera Investment Advisers LLC
Similar Advisors
Thomas Abbott, financial advisor Provo UT
Thomas E. Abbott
CRD# 840425
Equitable Advisors, LLC
Similar Advisors
Chace Adams, financial advisor Provo UT
Chace T. Adams
CRD# 6515855
Ignite Planners LLC
Company Name Location Dates Years
Portside Wealth Group Provo, UT May 2023 - Current < 1
Kent Binning Draper, UT Oct 1985 - Current 38
Townsquare Capital, LLC Provo, UT Apr 2018 - Jun 2023 5
Allegis Investment Advisors, LLC South Jordan, UT Dec 2017 - May 2018 < 1
Eagle Strategies LLC Sandy, UT Mar 2017 - Nov 2017 < 1
Nylife Securities LLC Sandy, UT Dec 2016 - Nov 2017 < 1
New York Life Insurance Co Sandy, UT Oct 2016 - Nov 2017 1
Vigilon Financial Partners Murray, UT Jul 2013 - Oct 2016 3
Park Avenue Securities LLC Murray, UT Aug 2013 - Jun 2016 2
Guardian Life Insurance Co Of America Murray, UT Jul 2013 - Jun 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Kent W. Binning
Phone Number: 385-412-1222
Registered State(s):
  • TX
  • 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

Ready to hire a financial advisor? Get competitive proposals from Kent Binning and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.