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Robert Francis Black

NEWFOCUS FINANCIAL GROUP, LLC·VANCOUVER, Washington
Clean recordNEWFOCUS FINANCIAL GROUP, LLC
410 WEST 12TH STREET, VANCOUVER, WA 98660CRD# 2788481Firm CRD# 132578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Francis Black · VANCOUVER, WA
Registration
CRD #2788481 · NEWFOCUS FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Francis Black is a registered financial advisor based in VANCOUVER, Washington, affiliated with NEWFOCUS FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEWFOCUS FINANCIAL GROUP, LLC
NEWFOCUS FINANCIAL GROUP, LLC
AUM
$603M
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2788481
Firm CRD# 132578
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Francis Black offer?
Robert Francis Black specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Robert Francis Black's credentials?
Robert Francis Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis Black located?
Robert Francis Black is based in VANCOUVER, Washington, working with NEWFOCUS FINANCIAL GROUP, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Robert Francis Black charge for services?
Robert Francis Black's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWFOCUS FINANCIAL GROUP, LLC?
NEWFOCUS FINANCIAL GROUP, LLC has approximately 14 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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