Mark Newbould
Mark Newbould is a registered investment advisor at Private Advisor Group, LLC, based in Houston, TX, with 29 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
3730 Kirby Drive, Suite 1200, Houston, TX, 77098
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2003Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Mark operates Newbould Wealth Management LLC as a DBA for his LPL business and provides investment advisory services through Private Advisor Group. He also sells fixed annuities and fixed life insurance, dedicating minimal time to these insurance-related activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations5 states
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
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