Molly Newborn (CRD# 6584288) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 8 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Los Gatos, CA | Feb 2024 - Current | < 1 |
| Bank Of America N.a. | Palo Alto, CA | Jan 2020 - Feb 2024 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto, CA | Nov 2019 - Feb 2024 | 4 |
| Morgan Stanley Private Bank, National Association | New York, NY | Mar 2016 - Nov 2019 | 3 |
| Morgan Stanley | Cupertino, CA | Dec 2015 - Nov 2019 | 3 |
| Freelance Modelling | San Francisco, CA | Sep 2015 - Dec 2015 | < 1 |
| Independent Consultant | Cupertino, CA | Feb 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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