Scott Newhouse (CRD# 6443922) is an Investment Advisor Representative working at Forthright Finances LLC in Tucson, AZ and has over 9 years of experience in the finance industry. Scott Newhouse 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.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Planner Network | Scottsdale, AZ | Jun 2021 - Current | 2 |
| Forthright Finances | Scottsdale, AZ | Mar 2019 - Current | 5 |
| Western International Securities, Inc. | Pasadena, CA | Jun 2017 - Mar 2019 | 1 |
| Unemployed | Las Vegas, NV | Feb 2017 - Jun 2017 | < 1 |
| Lakeside Wealth Management Group, LLC | Chesterton, IN | Feb 2016 - Feb 2017 | 1 |
| Diamond Wealth Management | Las Vegas, NV | Sep 2015 - Jan 2017 | 1 |
| Wittman Capital Management | Henderson, NV | Jun 2015 - Aug 2015 | < 1 |
| Edward Jones | St Louis, MO | Feb 2015 - Jun 2015 | < 1 |
| Insiderscore | Princeton, NJ | Feb 2014 - Feb 2015 | 1 |
| Princeton Ymca | Princeton, NJ | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- AZ
- CA
- NV
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts142ACCOUNTS
-
Average Account Value$137,416
- 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
- Educational seminars/workshops
AZ, CA, NV, TX
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