Trenton Porter Lay

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Oak Harbor/Anacortes, WA
• 11/2016 → 11/2018
  Wells Fargo Clearing Services, Llc
  Oak Harbor/Anacortes, WA
• 11/2018 → Present
  Kingsview Wealth Management Llc
  Grand Junction, CO
• 11/2018 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2011-01-03 → 2018-12-04
  Wells Fargo Clearing Services, Llc
  Clinton, WA
  Coupeville, WA
  Oak Harbor, WA
  Friday Harbor, WA
  Oak Harbor, WA
  Anacortes, WA
  Seattle, WA
  Oak Harbor, WA
  Freeland, WA
• 2004-08-23 → 2011-01-03
  Wells Fargo Investments, Llc
  Oak Harbor, WA
  Bothell, WA
  Bothell, WA

Other Businesses

Licensed life and health insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2004-08-21

Other Names

• Trent Lay