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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 Gregory Newton is a financial advisor with over 10 years of experience. Brian Gregory Newton is currently registered with Avantax Advisory Services. Prior to joining Avantax Advisory Services, Brian Gregory Newton was with 1ST GLOBAL CAPITAL CORP. Brian Gregory Newton is a Registered Representative, Investment Adviser Representative and holds the Series 66, SIE and Series 7 licenses. Brian Gregory Newton holds a state license in Oregon and Washington. Brian Gregory Newton's areas of specialization include financial planning, portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
10/25/2019 - Present
Avantax Advisory Services (BEND, OR OR)
OR
08/22/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BEND OR)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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