Experience

HighPoint Advisors, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Financial Advisor

  • Jan 2013 - 11 years

  East Syracuse, NY General Territory Includes Rochester / Syracuse / Watertown areas: >Education Market: Retirement Benefits, 403b Provider (able to represent several companies on each school district provider list). Primary 403b School Districts: Syracuse City School District, Liverpool Central School District, Solvay Union Free School District, Webster Central School District. I can represent any teacher in NYS and work with their school district. The districts listed above are where I am… Show more General Territory Includes Rochester / Syracuse / Watertown areas: >Education Market: Retirement Benefits, 403b Provider (able to represent several companies on each school district provider list). Primary 403b School Districts: Syracuse City School District, Liverpool Central School District, Solvay Union Free School District, Webster Central School District. I can represent any teacher in NYS and work with their school district. The districts listed above are where I am specifically assigned to assist their teachers. >Employee benefits provider (Retirement Plans; Supplemental Insurance; Health Insurance; and Group Life, Disability, Long Term Care Insurance) >Individual Insurance (Life, Disability, Long Term Care) >Portfolio Allocations and Management Show less



LPL Financial

• Financial Services

• Financial Advisor

  • Jan 2013 - 11 years

  Securities Offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group. Private Advisor Group and HighPoint Advisors, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals… Show more Securities Offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group. Private Advisor Group and HighPoint Advisors, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Send Out Cards

• United States
• Marketing Services
• 1 - 100 Employee

• Distributor/Wholesaler

  • May 2011 - May 2016

  www.sendoutcards.com/patricknewton


IBN Financial
• United States
• Financial Services
• 1 - 100 Employee
• Investment Professional

  • Apr 2011 - Dec 2012

Earthtones Coffee House
• United States
• Technology, Information and Internet
• Former Owner

  • Dec 2010 - Aug 2011

Wealth Resources Network
• United States
• Financial Services
• Operations Manager

  • 2003 - 2010