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Vice President / Chief Compliance Officer · Newcorp Wealth Management

Lance D. Newsome

CRD 3216310 · Named on Form ADV at one SEC-registered adviser

At a glance

Newcorp Wealth Management, an SEC-registered wealth manager based in Alpharetta, GA with $177 million in regulatory assets, lists Lance D. Newsome on its Form ADV as Vice President / Chief Compliance Officer, a control person.

Firms and roles

  • Newcorp Wealth ManagementVice President / Chief Compliance OfficerWealth manager · Alpharetta, GA · $177M in regulatory assets

AtlasMembers

Lance’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lance’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.