Newport Securities Corporation

Newport Securities Corporation (CRD# 8250) is a financial advisory firm headquartered in , . They manage $69,998,926 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.newportsecurities.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $2,916,622
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Newport Securities Corporation
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Kilpatrick, financial advisor Temecula CA
Jeffrey L. Kilpatrick
CRD#: 845948
Temecula, CA

Jeffrey Kilpatrick (CRD# 845948) is an Investment Advisor Representative working at Newport Securities Corporation in Temecula, CA and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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