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Eva Newbold

Advisor at Raymond James Financial

Updated today

Location

Joelton, TN

Credentials

Series 63, Series 65

Industry experience

26 years

About

Eva Newbold is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James and Wells Fargo firms during her career. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

Joelton, TN

Most active in

Tennessee

Work history

Raymond James Financial Services Advisory, Inc.

2026 - Present (1 year)

Raymond james Financial Services, Inc.

2026 - Present (1 year)

Raymond James & Associates, INC

2018 - 2025 (7 years)

Wells Fargo Clearing

2016 - 2018 (2 years)

WELLS FARGO ADVISORS LLC

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Founder/Business Owner
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Nashville, TN

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Options & derivatives strategies Passive / index investing Real estate investing
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Christopher H

CFP®, Series 66

Nashville, TN

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies General estate planning guidance
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Tax-loss harvesting
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