Joshua Cavett (CRD# 4864144) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 18 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Securities, Inc. | Pittsburgh, PA | Jul 2022 - Current | 1 |
| Newedge Advisors | New Orleans, LA | Jul 2022 - Current | 1 |
| Secretum, LLC | Beaumont, TX | Jul 2021 - Jun 2022 | < 1 |
| Crw Properties, LLC | Beaumont, TX | Jul 2021 - Jun 2022 | < 1 |
| Financial Advising 360 | Beaumont, TX | Jan 2020 - Jun 2022 | 2 |
| Finrad, LLC | Beaumont, TX | Nov 2018 - Jun 2022 | 3 |
| N/a | Breckenridge, CO | Aug 2014 - Jun 2022 | 7 |
| Rental Real Estate - 2405 Hazel | Beaumont, TX | Aug 2011 - Jun 2022 | 10 |
| Pixelflow LLC | San Mataeo, CA | May 2011 - Jun 2022 | 11 |
| Cavett Family Limited Partnership, LLP | Beaumont, TX | Mar 2011 - Jun 2022 | 11 |
| Ltc Financial Services, LLC | Beaumont, TX | Jul 2010 - Jun 2022 | 11 |
| Raymond James Financial Services Advisors Inc. | Beaumont, TX | Mar 2009 - Jun 2022 | 13 |
| Raymond James Financial Services, Inc. | Beaumont, TX | Sep 2004 - Jun 2022 | 17 |
| Insurance & Goal Planning Systems LLC | Beaumont, TX | Jan 2018 - Dec 2021 | 3 |
| Hotaling Group | Beaumont, TX | Apr 2017 - Dec 2021 | 4 |
| Ascent Oil & Gas Consultants, LLC | Beaumont, TX | Sep 2015 - Dec 2021 | 6 |
| Toccoa Investors, LLC | Beaumont, TX | Mar 2011 - Dec 2018 | 7 |
| Toccoa Advisors, LLC | Beaumont, TX | Jul 2010 - Dec 2018 | 8 |
| Beaumont Toccoa Properties, Ltd. | Beaumont, TX | Jun 2013 - Dec 2017 | 4 |
| Beaumont Toccoa Property Managers, LLC | Beaumont, TX | Jun 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- AR
- CA
- TX
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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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