Mark Newfield, financial advisor Richmond VA

Mark Newfield

CRD Number: 5056454
Current Firm: Journey Strategic Wealth LLC

Mark Newfield (CRD# 5056454) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Richmond, VA and has over 17 years of experience in the finance industry. Mark Newfield 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.

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Professional Designations
Company Name Location Dates Years
Journey Strategic Wealth LLC Summit, NJ Sep 2022 - Current < 1
Bleakley Financial Group, LLC Richmond, VA Jun 2022 - Sep 2022 < 1
Lpl Financial, LLC Richmond, VA Sep 2020 - Sep 2022 2
Private Advisor Group, Llc Dba Bleakley Financial Group, LLC Richmond, VA Sep 2020 - May 2022 1
Newfield Financial Solutions Richmond, VA Jul 2005 - Sep 2020 15
Northwestern Mutual Investment Services, LLC Richmond, VA Nov 2005 - Aug 2020 14
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2005 - Aug 2020 14
Northwestern Mutual Investment Services, LLC Richmond, VA Mar 2007 - Mar 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Mark J. Newfield
Phone Number: (201) 905-0070
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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