Austin NewsomeCRD Number: 7079642
Current Firm: Wells Fargo Clearing Services, LLC
Austin Newsome (CRD# 7079642) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Wells Fargo Bank, Na||Smyrna, GA||Dec 2020 - Current||2|
|Wells Fargo Clearing Services, LLC||Smyrna, GA||Dec 2020 - Current||2|
|Wells Fargo Clearing Services, LLC||Alpharetta, GA||Feb 2019 - Oct 2020||1|
|Unemployed||Alpharetta, GA||Jul 2018 - Feb 2019||< 1|
|Lile Wellness Partners, Pllc||Alpharetta, GA||Aug 2017 - Jul 2018||< 1|
|Davidson College||Davidson, NC||Aug 2013 - May 2017||3|
|The Walker School||Marietta, GA||Aug 2006 - May 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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