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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| 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 |
- VA
-
Total Assets Under Management2,726MILLIONS
-
Total Number of Accounts1,547ACCOUNTS
-
Average Account Value$1,762,374
- 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
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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