Benjamin Newhouse (CRD# 3105894) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Springfield, MO and has over 24 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network | Palos Verdes Estates, CA | Jul 2015 - Current | 8 |
| Dfpg Investments, Inc. | South Jordan, UT | Jul 2015 - Current | 8 |
| Vineyard Asset Management, LLC | Springfield, MO | Oct 2007 - Current | 16 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Jul 2015 | 3 |
| First Allied Securities, Inc. | Springfield, MO | May 2010 - Jul 2015 | 5 |
| Vineyard Financial Group, Inc. | Broken Arrow, OK | Aug 1999 - Jun 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
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- AL
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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