Walter
Priebe
Newbridge Financial Services Group, Inc
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About this Advisor
Walter Priebe is a chartered financial consultant working out of Boca Raton, Florida with 9 years of relevant experience. Priebe is currently employed by Newbridge Financial Services Group, Inc. Throughout their career, they have worked at Investacorp, Inc, Investacorp Advisory Services, Inc, Priebe Investment Plans, Inc and Newbridge Securities Corp. Priebe holds a Series 63 license, designating them as a securities broker, and can advise clients in Florida and Texas. Newbridge Financial Services Group, Inc is a financial advisory business that has its headquarters in Boca Raton, FL. The company has offices in 38 locations and a total of 141 financial advisors. It administers $472 million in assets between its 2,184 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 2,184 client accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. Newbridge Financial Services Group, Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on the services provided. Fee types charged by Newbridge Financial Services Group, Inc most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$471,970,819
141
2,184
$216,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Walter Priebe Work History
Walter has been registered as a financial advisor for 9 years.*
Newbridge Securities Corp
Priebe Investment Plans, Inc
Investacorp Advisory Services, Inc
Investacorp, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Walter Priebe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newbridge Financial Services Group, Inc
Boca Raton, FL
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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