Mark Newfield, financial advisor Morristown NJ

Mark Newfield

CRD Number: 5056454
Current Firm: Private Advisor Group, LLC

Mark Newfield (CRD# 5056454) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 15 years of experience in the finance industry. Mark Newfield 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
Lpl Financial, LLC Richmond, VA Sep 2020 - Current 1
Private Advisor Group, LLC Richmond, VA Sep 2020 - Current 1
Northwestern Mutual Investment Services, LLC Richmond, VA Nov 2005 - Aug 2020 14
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2005 - Aug 2020 14
Northwestern Mutual Investment Services, LLC Richmond, VA Mar 2007 - Mar 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Mark J. Newfield
Phone Number: 973-538-7010
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    30,086
    MILLIONS
  • Total Number of Accounts
    103,826
    ACCOUNTS
  • Average Account Value
    $289,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, ME, 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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