Daniel Newberg (CRD# 2100977) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 25 years of experience in the finance industry. Daniel Newberg 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.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Berkeley Capital Partners, LLC | Norcross, GA | Aug 2015 - Current | 8 |
Triad Advisors, Inc. | Norcross, GA | Aug 2015 - Dec 2016 | 1 |
Wells Fargo Advisors Financial Network LLC | Norcross, GA | Jul 2009 - Aug 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1999 |
S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- GA
- TX
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Total Assets Under Management915MILLIONS
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Total Number of Accounts2,085ACCOUNTS
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Average Account Value$438,752
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, KS, KY, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, TN, TX
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