Mark NewfieldCRD 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|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|
Total Assets Under Management30,086MILLIONS
Total Number of Accounts103,826ACCOUNTS
Average Account Value$289,775
- 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
- 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
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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