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Dustin Charles Newton

Ascent Financial Group

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About Dustin Charles Newton

Dustin Newton is a financial advisor with Ascent Financial Group. Dustin has been in the financial industry since 2017. Dustin is a Certified Financial Planner and holds Series 66, Series 7 and SIE licenses. Dustin provides investment advisory services through Ascent Financial Group, LLC, an independent investment advisor firm.

Firm Information

Dustin Newton is currently registered with Ascent Financial Group. Ascent Financial Group is an investment advisor with 2 investment adviser representatives and 2 advisory functions. The firm manages $82,594,736 in regulatory assets under management for 441 accounts, primarily for individuals, and offers financial planning and portfolio management services.

$82.59M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dustin Newton’s Registration & Firm History

VA

08/01/2023 - Present

Ascent Financial Group (CHARLOTTESVILLE VA)

VA

07/31/2018 - 12/11/2023

LPL FINANCIAL LLC (CHARLOTTESVILLE VA)

VA

08/19/2017 - 08/15/2018

CETERA ADVISORS LLC (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 11/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dustin Charles Newton.
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