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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 Milton Newton is an investment advisor representative with Valic Financial Advisors, Inc. John Milton Newton is also registered as an investment advisor in Florida, California, New York, and Pennsylvania. John Milton Newton has been in the industry since 1982. John Milton Newton has been with Valic Financial Advisors, Inc. since December 2005. John Milton Newton has also worked for Raymond James Financial Services, Inc. John Milton Newton provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. John Milton Newton also provides selection of other advisers services. John Milton Newton's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/22/2021 - Present
Valic Financial Advisors, Inc. (ORLANDO FL)
FL
01/08/1999 - 12/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLAGLER BEACH FL)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
12/17/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
FL
05/26/1988 - 12/22/1992
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
04/24/1985 - 06/21/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
01/18/1985 - 04/25/1985
THE STUART-JAMES COMPANY, INC.
NA
12/21/1984 - 01/29/1985
SWINK & COMPANY, INC.
NA
12/23/1981 - 12/24/1984
J. MILTON NEWTON, INCORPORATED
IA
Issued 02/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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