Robert NewlandCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Commonwealth Financial Network
|H.d. Vest Advisory Services||Laurel, MD||Aug 1994 - Current||22|
|H.d. Vest Investment Services||Beltsville, MD||Jan 1994 - Current||23|
|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|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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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