Rodney Austin Walker
Investment adviser representative at Portside Wealth Group, LLC
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Rodney Austin Walker? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Portside Wealth Group, LLCApr 2023 to now
- Rodney A Walker - AgentSep 2002 to now
- Dfpg Investments, IncFeb 2019 to May 2020
- Townsquare Capital, LLCMay 2018 to Jun 2023
- Allegis Investment ServicesMay 2016 to Feb 2019
- Allegis Investment AdvisorsMay 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4011607
- Firm CRD
- 325175