Walter Priebe, financial advisor Fort Lauderdale FL
51 score

Walter Priebe

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Walter P. Priebe
Phone Number: 954-334-3450
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $171,484
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
51

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