Earl
Newsome
Cambridge Financial Group, Inc
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About this Advisor
Earl Newsome is a financial advisor operating in Columbus, Ohio with a total of 24 years of relevant experience. Newsome is an advisor for Cambridge Financial Group, Inc. During their career, Newsome has held roles at Cambridge Financial Group, Inc and Compass Securities Corporation. Newsome holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Cambridge Financial Group, Inc is a registered investment firm based out of Columbus, OH. It controls $177 million in assets under management across its 221 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 221 accounts, 15% belong to high-net-worth investors who have at least $1 million in investable assets. The business performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Cambridge Financial Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Financial Group, Inc Brokerage Details
$176,594,232
6
221
$799,069
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Earl Newsome Work History
Earl has been registered as a financial advisor for 24 years.*
Compass Securities Corporation
Cambridge Financial Group, 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 Earl Newsome 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 Cambridge Financial Group, Inc
Columbus, OH
Columbus, OH
Columbus, OH
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