Rebecca Newton, financial advisor Pensacola FL

Rebecca Newton

CRD Number: 4614726
Current Firm: Financial Journey LLC

Rebecca Newton (CRD# 4614726) is an Investment Advisor Representative working at Financial Journey LLC in Pensacola, FL and has over 18 years of experience in the finance industry. Rebecca Newton 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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Familywealth
Professional Designations
Company Name Location Dates Years
Financial Journey LLC Leesburg, VA Oct 2020 - Current 3
Concord Wealth Partners Rockville, MD Nov 2017 - Aug 2020 2
Financial Strategies Group Rockville, MD Dec 2007 - Nov 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Rebecca S. Newton
Phone Number: 202-731-1266
Registered State(s):
  • AL
  • FL
  • TX
  • VA
Current Firm Details
Financial Journey LLC
Firm's CRD Number: 310786
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $113,971
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, TX, VA

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