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||28|
|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
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