Newport Securities Corporation

Newport Securities Corporation (CRD# 8250) is a financial advisory firm headquartered in , . They manage $32,505,515 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $560,440
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 L. Kilpatrick
CRD#: 845948
Temecula, CA
93
Wealthminder
score

Jeffrey Kilpatrick (CRD# 845948) is an Investment Advisor Representative working at Newport Securities Corporation in Temecula, CA and has over 33 years of experience in the finance industry.

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