Betsy Whipple, financial advisor Hiko NV

Betsy Whipple

CRD Number: 2703262
Current Firm: Newbridge Financial Services Group, Inc.

Betsy Whipple (CRD# 2703262) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Hiko, NV and has over 28 years of experience in the finance industry.

Company Name Location Dates Years
Newbridge Securities Corp Hiko, NV Mar 2018 - Current 6
Bl Whipple Wealth Management Hiko, NV Jan 2017 - Current 7
M. S. Howells & Company Scottsdale, AZ Jan 2018 - Mar 2018 < 1
Private Client Services Louisville, KY Jan 2017 - Mar 2018 1
Greenleaf Financial Network, LLC Leawood, KS Jan 2017 - Jan 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas, NV Sep 2011 - Dec 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Betsy L. Whipple
Phone Number: 954-334-3450
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    472
    MILLIONS
  • Total Number of Accounts
    2,184
    ACCOUNTS
  • Average Account Value
    $216,104
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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