Rebecca NewtonCRD Number: 4614726
Current Firm: H. Beck, Inc.
Rebecca Newton (CRD# 4614726) is an Investment Advisor Representative working at H. Beck, Inc. in Rockville, MD and has over 11 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|H. Beck, Inc.||Rockville, MD||Jan 2008 - Current||8|
|Weichert Realtors||Mclean, VA||Dec 2006 - Current||10|
|Remax||Naples, FL||Oct 2006 - Dec 2006||< 1|
|Sellstate Select||Naples, FL||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV