Lance Dustin Newsome
Investment adviser representative at Newcorp Wealth Management
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$177.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Newcorp Wealth ManagementJul 2018 to now
- Maryland Financial Group, Inc.Apr 2014 to Jun 2018
- LPL Financial LLCMar 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Newcorp Wealth Management
Legal name: Newcorp Financial Services, Inc.
$177.1MAssets managed
208Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3216310
- Firm CRD
- 297125