Erick NewtonCRD 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.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|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|
Total Assets Under Management510MILLIONS
Total Number of Accounts1,861ACCOUNTS
Average Account Value$274,016
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, ID, NH, NV, TX, UT, WA
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