Dane NewberryCRD Number: 6750120
Current Firm: Advised Assets Group, LLC
Dane Newberry (CRD# 6750120) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Gwfs Equities Inc.||Greenwood Village, CO||Jan 2017 - Current||4|
|Robert Half||Englewood, CO||Oct 2016 - Jan 2017||< 1|
|Unemployed||Parker, CO||Mar 2016 - Oct 2016||< 1|
|Time Warner Cable||Centennial, CO||Sep 2015 - Mar 2016||< 1|
|Unemployed||Parker, CO||Jan 2015 - Sep 2015||< 1|
|Breckenridge Breweryt||Littleton, CO||Jan 2015 - Jan 2015||< 1|
|Unemployed||Denver, CO||Jan 2007 - Jan 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2017|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management62,274MILLIONS
Total Number of Accounts61,221ACCOUNTS
Average Account Value$1,017,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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