Steve Williams (CRD# 4809042) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 19 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus Broker Dealer Services, LLC | Newton, MA | Aug 2023 - Current | < 1 |
| Newport Group Consulting, LLC | Lake Mary, FL | Jan 2018 - Current | 6 |
| Newport Group, Inc. | Dresher, PA | Jan 2019 - Sep 2023 | 4 |
| Newport Group Securities, Inc. | Lake Mary, FL | May 2003 - Sep 2023 | 20 |
| Newport Group, Inc. | Walnut Creek, CA | Dec 2018 - Jan 2019 | < 1 |
| Newport Group, Inc. | Walnut Creek, CA | Apr 2016 - Dec 2018 | 2 |
| The Newport Group, Inc. | Heathrow, FL | Aug 2015 - Mar 2016 | < 1 |
| The Newport Group, Inc. | Heathrow, FL | Nov 2006 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- FL
-
Total Assets Under Management2,560MILLIONS
-
Total Number of Accounts706ACCOUNTS
-
Average Account Value$3,626,068
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
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