Scott Newhouse
FORTHRIGHT FINANCES LLC
Tucson, AZ 85719
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CRD#: 6443922
Professional summary
Scott Newhouse, CFP®, who also goes by Scott Alexander Newhouse, Scott Newhouse, is a registered financial advisor currently at FORTHRIGHT FINANCES LLC located in Tucson, Arizona.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Scott has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
HERE ARE 5 WAYS I CAN HELP YOU:
1 – Schedule a free discovery call with me at StartMyRetirement.us.
2 – Grab a free copy of my books on Retirement Planning at FreeRetirementBooks.com.
3 – Check out my podcast, Retirement Clarity Radio (available on my website or any podcasting platform).
4 – Watch my course on impending tax increases at RetireTaxBomb.com.
5 – Download my retirement worksheets and checklists at RetirementWorksheets.com.
ABOUT SCOTT NEWHOUSE
When I am not serving my clients, I love playing pick-up basketball, watching the USC Trojans football team, reading about American history, and finding new hiking spots.
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Debt Management
Budgeting
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Tax Planning
Do you have an area of expertise or specialization?
Baby Boomers
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Scott Alexander Newhouse | Scott Newhouse
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Life Agent, 70 S Lake Ave, Ste. 700, Pasadena, CA 91101, non-investment related, duties: determine if client needs and wants to consider insurance, 5 hours per month Private Driver, non-investment related, part-time approximately 20 hrs per month. Forthright Finances; Investment-Related; Offices located at 275 E Hillcrest Ste 160 #124, Thousand Oaks, CA 91360; 10869 North Scottsdale Road #103 - 776, Scottsdale, AZ 85256; 2654 W Horizon Ridge Pkwy, Ste B5 #1026, Henderson, NV 89052; Investment Adviser; Investment Adviser Representative; June 2017; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Newhouse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
March 27, 2019 - Present
FORTHRIGHT FINANCES LLC
Office #1: 1718 E Speedway Blvd #4125, Tucson, AZ 85719RIA
CRD#: 300569
Tucson, AZ
Past
July 15, 2021 - April 2, 2025
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
THOUSAND OAKS, CA
Past
June 15, 2017 - March 1, 2019
WESTERN INTERNATIONAL SECURITIES, INC.
RIA
CRD#: 39262
Thousand Oaks, CA
Past
June 14, 2017 - March 1, 2019
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
Thousand Oaks, CA
Past
February 17, 2016 - March 13, 2017
LAKESIDE WEALTH MANAGEMENT GROUP, LLC
RIA
CRD#: 140271
Las Vegas, NV
Past
October 7, 2015 - January 23, 2017
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SAN DIEGO, CA
Past
March 24, 2015 - June 30, 2015
EDWARD JONES
BD
CRD#: 250
HENDERSON, NV
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(2/17/2021)
IAR
California(3/27/2019)
IAR
Nevada(8/10/2020)
IAR
Texas(7/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FORTHRIGHT FINANCES LLC
FORTHRIGHT FINANCES LLC
CRD#: 300569 / SEC#:
Arizona
Registered Investment Advisory firm - (2/17/2021 Approved)California
Registered Investment Advisory firm - (3/27/2019 Approved)Nevada
Registered Investment Advisory firm - (8/10/2020 Approved)Texas
Registered Investment Advisory firm - (7/7/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1718 E Speedway Blvd #4125, Tucson, AZ 85719
Mailing Address
Phone number
(424) 258-4460
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 24,500,841 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
