MN
CFP
MN
CFP

Mark Julian Newfield

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

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Location

1700 Bayberry Court, Suite 203, Richmond, VA, 23226

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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

Mark is a member of the Grants Committee for the VCU School of Business Foundation, dedicating minimal time. He is also a partner in EXIT TIME ADVISORS, advising financial advisors on exit strategies, which takes a few hours per week.

Employment History
Current Registrations
Journey Strategic Wealth LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Bleakley Financial Group, LLC
June 2022 - October 2022 · 4 mos
LPL Financial LLCBroker
September 2020 - October 2022 · 2 yrs 1 mo
Private Advisor Group, LLC
September 2020 - July 2022 · 1 yr 10 mos
Northwestern Mutual Investment Services,llc
March 2007 - September 2016 · 9 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
January 2006 - September 2020 · 14 yrs 8 mos
State Registrations9 states
CACOFLGALANCSCTXVA
Advisor
Exams
No exam information available for this advisor.