Daniel NewquistCRD Number: 3151447
Current Firm: Rnp Advisory Services, Inc.
Daniel Newquist (CRD# 3151447) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 18 years of experience in the finance industry. Daniel Newquist 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.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Charter School Of Morgan Hill Foundation||Morgan Hill, CA||Jan 2016 - Current||1|
|Foothill Securities, Inc.||Morgan Hill, CA||Dec 2008 - Current||8|
|Bellatore Financial Inc.||San Jose, CA||Feb 2008 - Current||9|
|Rnp Advisory Services, Inc.||Morgan Hill, CA||Jan 2008 - Current||9|
|Rnp Estate And Insurance, Inc.||Morgan Hill, CA||Jan 2006 - Current||11|
|Rnp Advisory Services Inc.||Morgan Hill, CA||Jan 2006 - Current||11|
|Rnp Estate And Insurance, Inc. (agent)||Morgan Hill, CA||Oct 2000 - Current||16|
|Charter School Of Morgan Hill Foundation||Morgan Hill, CA||Jan 2013 - Jan 2016||3|
|Eplanning Securities Inc.||Morgan Hill, CA||Feb 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Criminal Record
Total Assets Under Management300MILLIONS
Total Number of Accounts910ACCOUNTS
Average Account Value$330,218
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR, TX
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