Unclaimed Profile

Kurt James Laning

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida

SIE, Series 6, Series 26, 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

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWPORT GROUP SECURITIES, INC.

CRD 29722 · SEC 801-60427

AUM

$23.0B

Regulatory assets under management

Employees

75 client accounts

Services offered by NEWPORT GROUP SECURITIES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at NEWPORT GROUP SECURITIES, INC. →

Introduction

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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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