Financial ADVSR advisor directory · SEC adviser records
Newport Group Consulting, LLC financial advisors in Lake Mary, FL
Every SEC-registered investment adviser representative at a Newport Group Consulting, LLC office in Lake Mary, A to Z.
The short answer
19 registered advisors work at Newport Group Consulting, LLC in Lake Mary, out of 22 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 12 are also registered broker representatives.
Newport Group Consulting, LLC advisors in Lake Mary, A to Z
Every Newport Group Consulting, LLC advisor →- Eddie B. AllenAlso a broker rep
- Andrew P. ArigoAlso a broker rep
- Jeffrey M. BushAlso a broker rep
- Michael J. DesimoneChartered Financial Analyst
- Lindsey E. EllisInvestment adviser rep
- Paul G. EscobarAlso a broker rep
- Justin T. FeatherAlso a broker rep
- Trenton J. HolecAlso a broker rep
- Jane E. KellerInvestment adviser rep
- Philip B. KiddAlso a broker rep
- Julie M. LeinenbachChartered Financial Analyst
- Alexander MarcusAlso a broker rep
- Matthew E. MeyerAlso a broker rep
- Paul R. MoehleChartered Financial Analyst
- Steven F. SchreiberChartered Financial Analyst
- Michael D. ShannonChartered Financial Analyst · Also a broker rep
- Matthew P. WaggonerInvestment adviser rep
- Viorica WildesChartered Financial Analyst · Also a broker rep
- Steve L. WilliamsChartered Financial Analyst · Also a broker rep
Newport Group Consulting, LLC advisors in every city and state →Newport Group Consulting, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Newport Group Consulting, LLC advisors in other cities
Other firms in Lake Mary
All Lake Mary advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Shariaportfolio, Inc. 7Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6Jackson Wealth Management, LLC 6LPL Financial LLC 6MML Investors Services, LLC 4Park Avenue Securities LLC 4Qtr Family Wealth, LLC 4Strategic Advisers LLC 4
Questions
How many financial advisors does Newport Group Consulting, LLC have in Lake Mary?
19 investment adviser representatives are registered at Newport Group Consulting, LLC offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.
Is Newport Group Consulting, LLC one of the largest advisor employers in Lake Mary?
Newport Group Consulting, LLC ranks number 2 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 18.
How do I check a Newport Group Consulting, LLC advisor in Lake Mary?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Newport Group Consulting, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.