Erick Newton, financial advisor Scottsdale AZ

Erick Newton

CRD Number: 2318675
Current Firm: Copperwynd Financial

Erick Newton (CRD# 2318675) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 29 years of experience in the finance industry. Erick 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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Professional Designations
Company Name Location Dates Years
Copperwynd Financial Scottsdale, AZ Jan 2011 - Current 11
Purshe Kaplan Sterling Investments Albany, NY Apr 2011 - Dec 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
Contact Info for Erick S. Newton
Phone Number: 480-348-2100
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    510
    MILLIONS
  • Total Number of Accounts
    1,861
    ACCOUNTS
  • Average Account Value
    $274,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, ID, NH, NV, TX, UT, WA

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