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William Edward Newton

Archer Investment Corp.

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About William Edward Newton

William Newton is a financial advisor registered with Archer Investment Corp. William has been in the securities industry for over 25 years and has experience with various financial products and services. William earned his Series 7 and Series 63 licenses in 1994 and is a Certified Financial Planner. William is also a Certified Public Accountant. William has held previous positions with Financial Network Investment Corporation, Corporate Securities Group, Inc., and Quest Capital Strategies, Inc.. William provides financial advice to individuals, families, and businesses. William is also a Certified Financial Planner. William's areas of specialization include retirement planning, college savings, estate planning, and investment management. William is committed to providing his clients with personalized financial advice and guidance.

Firm Information

William Newton is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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William Newton’s Registration & Firm History

IN

11/28/2017 - Present

Archer Investment Corp. (CARMEL IN)

NC

12/01/1997 - 10/07/2011

FINANCIAL NETWORK INVESTMENT CORPORATION (CHARLOTTE NC)

MO

05/10/1995 - 12/01/1997

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

CA

11/01/1994 - 05/22/1995

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

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Licenses & Designations

BC

Issued 12/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Edward Newton.
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