Randall Greer Sparks
Investment adviser representative at Portside Wealth Group, LLC
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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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
15 years in the industry.
- Portside Wealth Group, LLCApr 2023 to now
- York Howell Guymon LawJun 2020 to now
- Townsquare Capital, LLCOct 2017 to now
- Allegis Investment AdvisorsAug 2016 to Dec 2017
- Mccullough SparksOct 2011 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 4258245
- Firm CRD
- 325175