Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl David Newton is a financial advisor with over 10 years of experience in the industry. Carl is currently registered with LPL Financial LLC, working out of the Palm City, FL office. Carl is also registered with several state agencies including Florida, North Carolina and Texas. Prior to joining LPL Financial LLC, Carl was associated with INVEST Financial Corporation and Edward Jones. Carl holds Series 66, Series 7 and SIE licenses. Carl specializes in helping individuals, corporations and pension plans with financial planning and portfolio management. Carl also offers other advisory services such as consulting and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/28/2019 - Present
LPL Financial LLC (PALM CITY FL)
FL
07/13/2011 - 11/16/2017
INVEST FINANCIAL CORPORATION (STUART FL)
FL
02/25/2008 - 07/13/2011
EDWARD JONES (PALM CITY FL)
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carl Newton is the right advisor for you? Invested Better is here to help.
