Melissa Dugas (CRD# 4615355) is an Investment Advisor Representative working at Newedge Advisors in Lake Charles, LA and has over 18 years of experience in the finance industry.
CRD# 2250123
Lpl Financial LLC
CRD# 3151320
J.p. Morgan Securities LLC
CRD# 2768598
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Lake Charles, LA | Jun 2021 - Current | 2 |
| Newedge Advisors, Llc (gwm Advisors, Llc) | Lake Charles, LA | Jun 2021 - Current | 2 |
| Royal Alliance | Lafayette, LA | Jun 2020 - Mar 2021 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Opelousas, LA | Jan 2020 - Mar 2020 | < 1 |
| Wells Fargo Clearing Services, LLC | Lafayette, LA | Nov 2016 - Jan 2020 | 3 |
| Wells Fargo Advisors LLC | Lafayette, LA | Jul 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- CA
- LA
-
Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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