AdvisorOS Directory
Claim Profile
Unclaimed Profile
DN

David Michael Newbore

NEWBORE WEALTH MANAGEMENT, INC.·GLADSTONE, Oregon
SIE, Series 7, Series 24, Series 63CFPClean record24 years registeredNEWBORE WEALTH MANAGEMENT, INC.
15 82ND DRIVE, GLADSTONE, OR 97027CRD# 3109427Firm CRD# 306441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Michael Newbore · GLADSTONE, OR
Registration
CRD #3109427 · NEWBORE WEALTH MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

NEWBORE WEALTH MANAGEMENT, INC.
Jan 2022 – present
LPL FINANCIAL LLC
Aug 2002 – present
LPL FINANCIAL LLC
Nov 2020 – Jul 2022
PORTLAND, OR
NEWBORE WEALTH MANAGEMENT, INC.
Mar 2020 – Dec 2021
GLADSTONE, OR
LPL FINANCIAL LLC
Mar 2012 – Oct 2020
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · August 2, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441 · SEC 801-121039
AUM
$135M
Regulatory assets under management
Employees
4
701 client accounts
Services offered by NEWBORE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEWBORE WEALTH MANAGEMENT, INC. →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLADSTONE?

Browse all registered financial advisors in GLADSTONE, Oregon or claim this profile if it's yours.

Browse GLADSTONE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Michael Newbore offer?
David Michael Newbore specializes in Financial Planning, Investment Management. Contact their office in GLADSTONE, Oregon for a consultation.
What are David Michael Newbore's credentials?
David Michael Newbore holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Michael Newbore located?
David Michael Newbore is based in GLADSTONE, Oregon, working with NEWBORE WEALTH MANAGEMENT, INC.. Their office serves clients in the GLADSTONE metropolitan area and surrounding communities.
How does David Michael Newbore charge for services?
David Michael Newbore's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWBORE WEALTH MANAGEMENT, INC.?
NEWBORE WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile