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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Newcombe is an Investment Advisor Representative at Managed Asset Portfolios, LLC. Brian has been a Registered Representative for over 29 years. He is a Registered Investment Advisor in Michigan. Brian also holds Series 63, 65, 7 and 24 licenses. Brian has worked in the financial services industry for over 30 years. Brian has experience working with a variety of clients including individuals, corporations, charitable organizations, pooled investment vehicles, insurance companies, and state or municipal government entities. Brian specializes in portfolio management, pension consulting, and other financial services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
01/04/2024 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
MI
03/25/2008 - 12/07/2012
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
MI
04/25/1994 - 03/14/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
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Inactive
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