Russell Kenneth Newman

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1985 → 11/2019
  Nationwide Insurance Co.
  Columbus, OH
• 03/1986 → 11/2019
  Nationwide Advisory Services, Inc.
  Hillsboro, OH
• 11/2019 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Other Businesses

1.Part owner of Newman Investments, LLC in Hillsboro, OH since 06/2016. Spends 3 hours/month with 0 during trading hours. Not investment related. 2.Appointed with Millennium Brokerage Group for Marketing and selling Nationwide fixed annuity products. All activities conducted during trading hours 1 and 1 during non trading hours. 3. Bickle Insurance Services LLC, 84 Columbus Circle Athens, OH 45701, Agent, CONSULTANT, P&C. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Other Names

• Russell Kenneth Newman
• Russell Kenneth Newman