David NewbillCRD Number: 3088744
Current Firm: Cambridge Investment Research Advisors, Inc.
David Newbill (CRD# 3088744) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Flint, MI and has over 19 years of experience in the finance industry. David Newbill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nfp Advisor Services, LLC
Acorn Wealth Advisors, LLC
Minder Planning Group, LLC
|Cambridge Investment Research Inc.||Fairfield, IA||Sep 2014 - Current||3|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Sep 2014 - Current||3|
|First Allied Securities, Inc.||San Diego, CA||Mar 2014 - Sep 2014||< 1|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Dec 2012 - Mar 2014||1|
|Regal Investment Advisors, LLC||Kentwood, MI||Dec 2012 - Mar 2014||1|
|College Education Partners||Flint, MI||Aug 2009 - Mar 2014||4|
|Cfd Investments, Inc.||Kokomo, IN||Jan 2006 - Dec 2012||6|
|Creative Financial Designs, Inc.||Kokomo, IN||Jan 2006 - Dec 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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