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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Eric Newell is a financial advisor at LPL Financial LLC in Casper, Wyoming. John has been in the financial services industry since 2001. John has a strong background in the securities industry and has held registrations with a number of firms in the past. He has a wide range of experience in working with individual clients, businesses, and retirement plans. John is also a board member for ICA Group Holding. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
WY
11/29/2017 - Present
LPL Financial LLC (CASPER WY)
WY
08/20/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (CASPER WY)
WY
05/17/2006 - 08/28/2012
BANCWEST INVESTMENT SERVICES, INC. (GILLETTE WY)
WY
06/22/2001 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (DOUGLAS WY)
BOTH
Issued 09/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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