linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lance Dustin Newsome

Newcorp Wealth Management

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

About Lance Dustin Newsome

Lance Dustin Newsome is a financial advisor at Newcorp Wealth Management. Lance is registered to provide investment advice in Florida, Georgia, and Texas. Lance has been a registered investment advisor representative for 14 years and has a long history of working in the financial services industry. Lance specializes in financial planning and portfolio management for individuals.

Firm Information

Lance Newsome is currently registered with Newcorp Wealth Management. Newcorp Wealth Management is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages over $94 million in assets and has offices in the United States. They also offer 401(k) plan advisory services.

$94.74M

Assets Under Management

Not reported

Total Clients

2

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

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

401k plan advisor

401k plan advisor

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.

Lance Newsome’s Registration & Firm History

GA

08/06/2018 - Present

Newcorp Wealth Management (ALPHARETTA GA)

GA

03/31/2014 - 07/06/2018

LPL FINANCIAL LLC (ATLANTA GA)

GA

01/15/2002 - 04/02/2014

FSC SECURITIES CORPORATION (ATLANTA GA)

GA

07/28/1999 - 01/18/2002

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Lance Dustin Newsome is right for you?

Licenses & Designations

IA

Issued 01/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance Dustin Newsome.
Not sure if Lance Dustin Newsome is right for you?