LN
LN

Lorayne Newton

20 Years of Experience
Idaho Falls, ID
Broker

Lorayne Newton is a registered investment advisor at Wells Fargo Advisors, based in Idaho Falls, ID, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1135 Pier View Dr, Ste 170 & 140, Idaho Falls, ID, 83402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lorayne is a notary public in Idaho, dedicating a few hours per week to this activity. She also owns multiple rental properties in Idaho, spending minimal time on them.

Employment History
Current Registrations
Wells Fargo Advisors
April 2021 - Present · 5 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2013 - April 2021 · 7 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2013 - April 2021 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2006 - October 2013 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - October 2013 · 8 yrs 7 mos
State Registrations13 states
AZCACOIDILMAMDNVTXUTVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lorayne Newton - Financial Advisor | TrueAdvisor