Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Newbill is a financial professional with over 20 years of experience in the industry. David Robert Newbill is currently registered with Cambridge Investment Research Advisors, Inc. David Robert Newbill has previously worked with First Allied Securities, Inc., American Portfolios Financial Services, Inc., CFD Investments, Inc., and Citigroup Global Markets Inc. David Robert Newbill has a wide range of experience in financial planning, investment management, and insurance. David Robert Newbill is committed to providing his clients with personalized financial advice and guidance. David Robert Newbill is also a Certified Financial Planner.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
09/17/2014 - Present
Cambridge Investment Research Advisors, Inc. (FLINT MI)
CA
03/14/2014 - 10/23/2014
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
MI
12/04/2012 - 03/14/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FLINT MI)
MI
01/17/2006 - 12/03/2012
CFD INVESTMENTS, INC. (FLINT MI)
MI
09/16/1998 - 02/07/2006
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
IA
Issued 07/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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