New Perspectives, Inc.

New Perspectives, Inc. (CRD# 113925) is a financial advisory firm headquartered in Ridgeland, MS. They manage $239,761,389 in 1,021 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $234,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, LA, MD, MS, NC, TN, TX

Financial Advisors at New Perspectives, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Nancy L. Anderson
CRD#: 2106600
303 Highland Pk Cove, Suite B, Ridgeland, MS 39157

Nancy Anderson (CRD# 2106600) is an Investment Advisor Representative working at New Perspectives, Inc. in Ridgeland, MS and has 1 year of experience in the finance industry.

2
Joshua R. Taff
CRD#: 6009566
303 Highland Park Cove, Suite B, Ridgeland, MS 39157

Joshua Taff (CRD# 6009566) is an Investment Advisor Representative working at New Perspectives, Inc. in Ridgeland, MS and has over 12 years of experience in the finance industry.

3
Meredith P. Drake
CRD#: 7514997
303 Highland Park Cove, Suite B, Ridgeland, MS 39157

Meredith Drake (CRD# 7514997) is an Investment Advisor Representative working at New Perspectives, Inc. in Ridgeland, MS and has 1 year of experience in the finance industry.

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