| Advisor Profile |
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| Disclaimer |
| Newmarket Advisors, Inc. is a Registered Investment Adviser providing fee-only investment management and financial planning services. Newmarket Advisors Inc. is registered with the State of Florida. Our sole place of business is 9532 Sea Turtle Drive, Plantation, FL 33324. This web site is not deemed to be a solicitation for advisory services in states for which Newmarket Advisors, Inc. is not registered or exempt from registration.
A copy of the ADV form on file with the State of Florida is available upon request.
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Business Description |
WE ARE A NON COMMISSION FINANCIAL ADVISOR!
WE DO NOT SELL FINANCIAL PRODUCTS!
We do not expect our clients to be rich before they walk in the door! "Growing Rich" is part of what we help our clients do!
At Newmarket Advisors, Inc. we believe in the value of comprehensive, continuous, professional financial management.
We strive to understand what is important to you and to manage your affairs to achieve your goals. Our expectation is to build a committed relationship with you over your lifetime.
Our primary goal is your complete and total financial security throughout your entire life. We believe that once lost personal wealth is not easily restored. We practice a prudent approach to investment management, through asset allocation and a continuous assessment of market risk versus reward.
WE OFFER A FREE INITIAL PORTFOLIO REVIEW AT YOUR HOME OR OFFICE! |
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General Information |
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| States Licensed in: |
Florida
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| States Willing to do Business in: |
All States
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| Years of Experience in Financial Services: |
12
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| Number of Years with Current Firm: |
12
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| I work with the following types of clients: |
Individual Investors, Businesses
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Education |
| Academic Background |
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| BS, Finance and Marketing - Philadelphia University |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Financial Consultant (RFC):, Certified Retirement Financial Advisor" (CRFA), Personal Financial Specialist, Accredited Wealth Management Advisor(AWMA), Certified Fund Specialist (CFS), Personal Financial Specialist (PFS)
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| Securities Licenses: |
Series 65, Series 63
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
100,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Steven Newman |
| Most Recent Update: |
09/19/2008 |
Frequently Asked Questions |
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