professional profile
Patrick O Newcombe, CFP
Overview
Patrick O Newcombe is an insurance agent and an investment adviser representative based in Grand Rapids, MI, with 35 years in the industry.
- Years in the industry
- 35
- States licensed
- 1
- States registered
- 1
- Exams passed
- 2
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 1 state
3 lines of authority, with every state and its dates
Firms
- Calder Financial GroupCurrent firm
- Calder Investment AdvisorsCurrent firm
Employment history since 2007
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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