Patrick Newcombe

from Calder Financial Group
SEC regulated
Regulated Investment Advisor
Patrick Newcombe is a financial advisor based in Michigan, Grand Rapids, with 30 years of experience. Patrick currently works for Calder Financial Group. Patrick maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick Newcombe works at Calder Financial Group
Calder Financial Group is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $230,000,000 of assets under management and employs about 8 people. Calder Financial Group uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and subscription fee long term planning.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and subscription fee long term planning
Office location
1331 Lake Dr Se, Suite 100, Grand Rapids, Michigan, 49506

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