William Newman
CRD Number: 5730023Current Firm: Newman's Financial Planning
Compensation Model: Fee Only
William Newman (CRD# 5730023) is an Investment Advisor Representative working at Newman's Financial Planning in Queen Creek, AZ and has 7 years of experience in the finance industry.
We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
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Company Name | Location | Dates | Years |
---|---|---|---|
Newman's Financial, LLC | Gilbert, AZ | Dec 2015 - Current | 8 |
Fidelity Investments | Chandler, AZ | Nov 2015 - Nov 2015 | < 1 |
The Vanguard Group, Inc. | Scottsdale, AZ | Jul 2015 - Nov 2015 | < 1 |
Self Employed | Queen Creek, AZ | Jul 2013 - Jul 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2009 |
S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- AZ
- FL
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts264ACCOUNTS
-
Average Account Value$162,879
- 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
- Pension consulting services
AZ, FL
The information provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Newman’s Financial Planning, LLC (referred to as "NFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. NFP does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall NFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided even if NFP or a NFP authorized representative has been advised of the possibility of such damages. In no event shall Newman’s Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this information. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
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