Best Investors Account Sign in
Inactive

Treyton W Walker

Portside Wealth Group, LLC

Provo, UT

Sandy, UT

Claim This Profile
Current Employers
Portside Wealth Group, Llc

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-15
  • UT RA
    APPROVED
    Since 2026-05-15

Branch Locations

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Sandy, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portside Wealth Group Provo UT 05/2026 Present
Way- Financial Sandy UT 05/2026 Present
Fedex Express Memphis TN 03/2021 Present
Skywest Airlines St George UT 01/2017 03/2021
Transpac Aviation Phoenix AZ 11/2015 01/2017
  • 05/2026 → Present
    Portside Wealth Group
    Provo, UT
  • 05/2026 → Present
    Way- Financial
    Sandy, UT
  • 03/2021 → Present
    Fedex Express
    Memphis, TN
  • 01/2017 → 03/2021
    Skywest Airlines
    St George, UT
  • 11/2015 → 01/2017
    Transpac Aviation
    Phoenix, AZ
Other Businesses

03/2021; Pilot for FedEx Express; non investment related; during market hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29
Other Names
  • Trey Walker

View on SEC IAPD

Other Firms

JOSEPH M. LARSEN, C.P.A., P.C.
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES & ASSOCIATES, INC.
COLE FINANCIAL ADVISORS, INC.
EDWARD JONES
ACCUVEST GLOBAL ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC

Other Investors

Jason Robert Jones
KURT HAROLD BROWN
RODNEY AUSTIN WALKER
Eric Dean Stuart
Jeffrey Robert Hurst
Catherine Audrey White
JACOB PERRY CAZIER
Eric Barnes

Other Offices

JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT
RAYMOND JAMES & ASSOCIATES, INC. · Provo, UT
COLE FINANCIAL ADVISORS, INC. · PROVO, UT
EDWARD JONES · PROVO, UT
ACCUVEST GLOBAL ADVISORS, INC. · PROVO, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Provo, UT
EAGLE STRATEGIES LLC · PROVO, UT

More in Provo, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor