David Newbill
David Newbill is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Flint, MI, with 28 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2387 S. Linden Road, Suite B106, Flint, MI, 48532
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent for various companies, dedicating minimal time to this. He is also president/financial professional at David R. Newbill Retirement Services LLC, spending nearly full-time hours there, and an advisory representative of a RIA called CIRA, spending about 10-20% of his time. David is also a planning commission board member for Groveland Township MI, dedicating minimal time, and an Investment Advisor Representative at Retirement & Wealth Strategies, spending more than full-time hours there.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Regal Investment Advisors LLC
American Portfolios Financial Services, INC.Broker
Creative Financial Designs, INC.
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations7 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
More Advisors
- Todd Mcclain, CFPPlante Moran Financial Advisors
- Jill Carr, CFPBeacon Pointe Advisors, LLC
- Alan Rohde, PFSCetera Investment Advisers LLC
- Mickey Owens, CFP, ChFCCreative Financial Designs, INC.
- Alejandro Lebron, CFPCreative Financial Designs, INC.
- Teresa Mcclelland-Sargent, CFPOsaic Wealth, INC.