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Tricia Irene Newcomb

Plante Moran Financial Advisors

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About Tricia Irene Newcomb

Tricia Irene Newcomb is a registered Investment Advisor Representative (IAR) with Plante Moran Financial Advisors. Tricia joined Plante Moran Financial Advisors in December 2004. Tricia is a licensed Investment Advisor Representative in the state of Michigan. Tricia previously worked at AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, Minnesota. Tricia has passed the Series 7, Series 63, and Series 65 examinations. Tricia specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

Tricia Newcomb is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

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.

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financial planning services

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

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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Tricia Newcomb’s Registration & Firm History

MI

09/30/2016 - Present

Plante Moran Financial Advisors (Portage MI)

MN

07/10/2002 - 12/17/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/10/2002 - 12/17/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tricia Irene Newcomb.
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