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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Barton Newton is an investment advisor representative with Cambridge Investment Research Advisors, Inc. George has been working in the financial services industry since May 17, 2000. George has a Series 7 and Series 66 license and holds registrations in 14 states. George has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
OH
08/29/2023 - Present
Cambridge Investment Research Advisors, Inc. (Perrysburg OH)
OH
01/23/2002 - 12/31/2021
THE O.N. EQUITY SALES COMPANY (Sylvania OH)
NJ
07/14/2000 - 01/09/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MN
05/05/2000 - 07/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/05/2000 - 07/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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