Christopher NewtonCRD Number: 6195382
Current Firm: Ubs Financial Services Inc.
Christopher Newton (CRD# 6195382) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 2 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Ubs Financial Services||Greenville, SC||May 2013 - Current||3|
|Clemson University||Clemson, SC||Aug 2011 - Jun 2014||2|
|Heart On Your Sleeve Design||Salem, SC||Jul 2009 - May 2014||4|
|Cliffs Communities||Sunset, SC||Mar 2012 - Apr 2013||1|
|Southside Christian School||Simpsonville, SC||Aug 2000 - May 2011||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV