Newton Ilawole, financial advisor Lafayette CA

Newton Ilawole

CRD Number: 2331139
Current Firm: Osaic Wealth, Inc.

Newton Ilawole (CRD# 2331139) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 26 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Royal Alliance Associates, Inc. Lafayette, CA Nov 2018 - Current 5
Real Estate And Loan Origination Inglewood, CA Feb 2016 - Current 8
Spec Homes Realtors Gardena, CA Feb 2006 - Current 18
Signator Investors, Inc. Lafayette, CA May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Los Angeles, CA Jan 1998 - May 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Newton O. Ilawole
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • 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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