Your personal investment* plan is developed with care and consideration of your tax status and risk tolerance level.
My mission is to help you attain your goals:
A Comfortable Lifestyle
Educational Planning
Retirement Planning
Estate Planning
Peace of Mind for You and Your Family
I can assist with banking products for individuals and small businesses through Wells Fargo Bank, N.A. Member FDIC.
*These services are offered by Robert Newland through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.
Security Licenses
States:
AZ, CO, DC, DE, FL, MA, MD, MI, NC, NJ, NM, NV, OH,SC, TX, VA, WA
Exams:
Series 63, 65, 7
Insurance Licenses
License:
Life
States:
DC, MD
License:
Sickness, Accident and Health
States:
DC, MD
License:
Variable Life and Annuity
States:
DC, MD
Advisory Licenses
License:
Investment Advisor Representative
States:
DC, FL, MD, NY, TN, VA
Education
Bachelor of Arts in Business Administration and Accounting, Gonzaga University, Spokane, WA
Master of Science in Financial Management, Geroge Washington University, Washington, DC
Professional Designations
CPA - Certified Public Accountant
Affiliations
Member of Kiwanis Club of Prince Georges County Maryland, and Past President.
Board Member of the Patuxent Widowed Persons Services, Inc.
2009/2010 Post Commander of Thad Dullen Post 59 of The American Legion, DC Department
Recognized for Distinguished Service as a Board Member of the MD Society of Accountants
