Robert Newland, financial advisor Beltsville MD
93 score

Robert Newland

CRD Number: 1233844
Current Firm: H.d. Vest Advisory Services, Inc.

Robert Newland (CRD# 1233844) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Beltsville, MD and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Laurel, MD Aug 1994 - Current 22
H.d. Vest Investment Services Beltsville, MD Jan 1994 - Current 22
A.l.williams Laurel, MD Nov 1985 - Current 31
Robert C Newland Self Employed Laurel, MD Sep 1975 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Robert C. Newland
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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