Victor Newman is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4900 Reed Road Suite 306, Columbus, OH, 43220
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Regulatory History (1)
Customer Dispute
April 2024Other Business Activities
Victor operates Newman Wealth & Tax Advisors as a DBA for his LPL business and is the owner of Victor Newman & Company, LLC, providing tax preparation, accounting, and CPA services since 1998. He dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 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.