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Charles N
Series 63, Series 65
South Jordan, UT
Independent Financial Group, LLC
Charles Newton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Responsible Asset Management and NPB Financial Group LLC. He has served as a board member and former president of the Utah chapter of Financial Planning Association in government affairs. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of firm- and third-party models to create tailored client strategies, using a mix of passive and active portfolio exposures across various risk profiles.
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