Dane Newberry, financial advisor Greenwood Village CO

Dane Newberry

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Dane M. Newberry
Phone Number: 844-302-2448
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    62,274
    MILLIONS
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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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