Walter PriebeCRD Number: 1295817
Current Firm: Newbridge Financial Services Group, Inc.
Walter Priebe (CRD# 1295817) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Fort Lauderdale, FL and has over 25 years of experience in the finance industry. Walter Priebe 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Newbridge Securities Corp||Ft. Lauderdale, FL||Jul 2014 - Current||2|
|Priebe Investment Plans, Inc.||Fort Lauderdale, FL||Apr 1989 - Current||27|
|Investacorp, Inc.||Miami Lakes, FL||Mar 1989 - Jul 2014||25|
|Investacorp Advisory Services, Inc.||Miami Lakes, HI||Nov 2004 - Jan 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Regulatory Event
Total Assets Under Management97MILLIONS
Total Number of Accounts563ACCOUNTS
Average Account Value$171,484
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.