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Kurt James Laning

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida
Series 26, Series 6, Series 63Clean recordNEWPORT GROUP SECURITIES, INC.
300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 2570310Firm CRD# 29722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt James Laning · LAKE MARY, FL
Registration
CRD #2570310 · NEWPORT GROUP SECURITIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kurt James Laning is a registered financial advisor based in LAKE MARY, Florida, affiliated with NEWPORT GROUP SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
NEWPORT GROUP SECURITIES, INC.
NEWPORT GROUP SECURITIES, INC.
AUM
$23.0B
Regulatory assets under management
Employees
38
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2570310
Firm CRD# 29722
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt James Laning offer?
Kurt James Laning specializes in Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Kurt James Laning's credentials?
Kurt James Laning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt James Laning located?
Kurt James Laning is based in LAKE MARY, Florida, working with NEWPORT GROUP SECURITIES, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Kurt James Laning charge for services?
Kurt James Laning's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWPORT GROUP SECURITIES, INC.?
NEWPORT GROUP SECURITIES, INC. has approximately 38 employees and manages $23.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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