William NewellCRD Number: 1444820
Current Firm: Atlantic Capital Management, Inc.
William Newell (CRD# 1444820) is an Investment Advisor Representative working at Atlantic Capital Management, Inc. in Holliston, MA and has over 30 years of experience in the finance industry. William Newell 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.
Walnut Hill Advisors, LLC
|Purshe Kaplan Sterling||Albany, NY||Mar 2010 - Current||7|
|Atlantic Capital Management||Holliston, MA||Jun 1992 - Current||25|
|Linsco/private Ledger Corp.||Holliston, MA||Jun 1992 - Mar 2010||17|
|#ia Linsco/private Ledger Corp.||Holliston, MA||Jun 1992 - Mar 2010||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1987|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management105MILLIONS
Total Number of Accounts488ACCOUNTS
Average Account Value$215,447
- 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
- Educational seminars/workshops
FL, MA, NH, TX
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