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Andrea Lynn Wilson

NEWROAD CAPITAL PARTNERS, LLC·BENTONVILLE, Arkansas
Unclaimed Profile
215 NW A ST, BENTONVILLE, AR 72712CRD# 7527977Firm CRD# 281487
01

About

Andrea Lynn Wilson is a registered financial advisor based in BENTONVILLE, Arkansas, affiliated with NEWROAD CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEWROAD CAPITAL PARTNERS, LLC
NEWROAD CAPITAL PARTNERS, LLC
AUM
$609M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at NEWROAD CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7527977
Firm CRD# 281487
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrea Lynn Wilson offer?
Andrea Lynn Wilson specializes in Retirement Planning. Contact their office in BENTONVILLE, Arkansas for a consultation.
What are Andrea Lynn Wilson's credentials?
Andrea Lynn Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Lynn Wilson located?
Andrea Lynn Wilson is based in BENTONVILLE, Arkansas, working with NEWROAD CAPITAL PARTNERS, LLC. Their office serves clients in the BENTONVILLE metropolitan area and surrounding communities.
How does Andrea Lynn Wilson charge for services?
Andrea Lynn Wilson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWROAD CAPITAL PARTNERS, LLC?
NEWROAD CAPITAL PARTNERS, LLC has approximately 16 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BENTONVILLE
Jeremy Wells Wilson — NEWROAD CAPITAL PARTNERS, LLCSatoko Kato — NEWROAD CAPITAL PARTNERS, LLCShawn Scott Alaniz — BOSTON MOUNTAIN MONEY MANAGEMENT, INC.Clete Taylor Brewer — NEWROAD CAPITAL PARTNERS, LLCDavid Craig Welborn — FLP WEALTH MANAGEMENT, LLC
Nearby cities in Arkansas
LITTLE ROCK (157)ROGERS (43)FAYETTEVILLE (35)NORTH LITTLE ROCK (24)LOWELL (10)
City Guides
LITTLE ROCK GuideROGERS GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideLOWELL Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
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