Trice Newman (CRD# 6846021) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lubbock, TX and has over 5 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Lubbock, TX | Sep 2022 - Current | 1 |
| Bank Of America, N.a. | Lubbock, TX | Aug 2021 - Sep 2022 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lubbock, TX | Jul 2021 - Sep 2022 | 1 |
| Wells Fargo Clearing Services, LLC | Lubbock, TX | Nov 2019 - Jul 2021 | 1 |
| Wells Fargo Bank, Na | Lubbock, TX | Oct 2019 - Jul 2021 | 1 |
| Mml Investors Services | Lubbock, TX | Jan 2019 - Oct 2019 | < 1 |
| Mass Mutual Life Insurance Company | Lubbock, TX | Dec 2018 - Oct 2019 | < 1 |
| West Texas Independent Financial Services | Lubbock, TX | Aug 2017 - Dec 2018 | 1 |
| Bbva Compass | Lubbock, TX | Aug 2015 - Aug 2017 | 2 |
| Red Robin | Lubbock, TX | Mar 2015 - Aug 2015 | < 1 |
| 50th St Caboose | Lubbock, TX | May 2014 - Mar 2015 | < 1 |
| Cardinal's Sport Center | Lubbock, TX | Mar 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.