Unclaimed Profile

Wanda Wallace Newman

1ST CONSUMER ADVISORY GROUP LLC·GREENWOOD VILLAGE, Colorado

1ST CONSUMER ADVISORY GROUP LLC

9250 E. COSTILLA AVE., GREENWOOD VILLAGE, CO 80112CRD# 2062412Firm CRD# 169633

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wanda Wallace Newman · GREENWOOD VILLAGE, CO

Registration

CRD #2062412 · 1ST CONSUMER ADVISORY GROUP LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Wanda Wallace Newman is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with 1ST CONSUMER ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

1ST CONSUMER ADVISORY GROUP LLC

AUM

$1M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 1ST CONSUMER ADVISORY GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD PARTY ADVISORY FEES

Regulatory

SEC/IARD CRD# 2062412

Firm CRD# 169633

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wanda Wallace Newman offer?

Wanda Wallace Newman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Wanda Wallace Newman's credentials?

Wanda Wallace Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wanda Wallace Newman located?

Wanda Wallace Newman is based in GREENWOOD VILLAGE, Colorado, working with 1ST CONSUMER ADVISORY GROUP LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Wanda Wallace Newman charge for services?

Wanda Wallace Newman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1ST CONSUMER ADVISORY GROUP LLC?

1ST CONSUMER ADVISORY GROUP LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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