linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kenneth William Newberry

Crux Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kenneth? Claim Your Profile

About Kenneth William Newberry

Kenneth Newberry is a financial advisor with over 15 years of experience in the industry. Kenneth currently works as a Registered Representative at Crux Wealth Advisors in Stevenson Ranch, CA. Kenneth specializes in financial planning, portfolio management, and selection of other advisors. Kenneth previously held positions at Raymond James Financial Services, Inc., Waddell & Reed, and Prudential Securities Incorporated. Kenneth is licensed in multiple states, including California, Arizona, New York, North Carolina, Oregon, Texas, Virginia, and Washington.

Firm Information

Kenneth Newberry is currently registered with Crux Wealth Advisors. Crux Wealth Advisors is an investment advisory firm based in Long Beach, California. They have 10 licensed agents, 13 investment adviser representatives, and 11 registered representatives, and manage approximately $250.8 million in assets. Crux Wealth Advisors offers financial planning, pension consulting, and portfolio management for individuals. They also assist clients in selecting other advisors. Their client base consists of 60 high net worth individuals and 220 individuals other than high net worth, for a total of 280 clients.
Crux Wealth Advisors

3444 E. ANAHEIM STREET

LONG BEACH, CA 90804

$250.85M

Assets Under Management

Not reported

Total Clients

13

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kenneth Newberry’s Registration & Firm History

CA

08/23/2024 - Present

Crux Wealth Advisors (Stevenson Ranch CA)

CA

01/17/2020 - 08/02/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Stevenson Ranch CA)

CA

05/06/2011 - 01/23/2020

WADDELL & REED (SHERMAN OAKS CA)

NY

04/08/1999 - 09/26/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Kenneth William Newberry is right for you?

Licenses & Designations

BOTH

Issued 01/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth William Newberry.
Not sure if Kenneth William Newberry is right for you?