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Alicia Newhouse

14 Years of Experience
Knoxville, TN
Broker

Alicia Newhouse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1111 Northside Drive, Suite S-600, Knoxville, TN, 37919

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
Brogan Financial, INC.
April 2016 - September 2018 · 2 yrs 5 mos
Suntrust Investment Services, INC.
July 2011 - December 2015 · 4 yrs 5 mos
Suntrust Investment Services, INC.Broker
June 2011 - December 2015 · 4 yrs 6 mos
State Registrations14 states
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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.
Alicia Newhouse - Financial Advisor | TrueAdvisor