Molly Anita Newborn
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Molly Anita Newborn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCFeb 2024 to now
- Bank of America N.A.Jan 2020 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Feb 2024
- Morgan Stanley Private Bank, National AssociationMar 2016 to Nov 2019
- Morgan StanleyDec 2015 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn 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
- 6584288
- Firm CRD
- 6413