BN
CFP
BN
CFP

Benjamin Stephen Newport

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2820 Dallas Parkway, Plano, TX, 75093

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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 ActivitiesSells Insurance

Benjamin is a munitions section supervisor in the Texas Air National Guard, dedicating a few hours per week. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products as an independent insurance agent.

Employment History
Current Registrations
Retirement Planners of America
March 2016 - Present · 9 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.