Newedge Advisors
Newedge Advisors (CRD# 171351) is a financial advisory firm headquartered in New Orleans, LA. They manage $18,432,430,824 in 62,249 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management18,432MILLION
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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
Curtis is passionate about the ability of independent, unbiased financial planning to improve lives. So to maximize his ability to help clients reach their goals, Curtis has earned both an MBA and CFP designation. Certified Financial Planner (CFP®) professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Curtis has 13 years of experience in the financial industry, and is an Investment Advisor Representative (CRD# 5227599) with JPH Advisory Group in Atlanta, Georgia.
Gerald Hebert (CRD# 6863456) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 6 years of experience in the finance industry.
Emory Hendrix (CRD# 5882819) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 12 years of experience in the finance industry.
Sean Hesch (CRD# 4051241) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 21 years of experience in the finance industry.
Charles Hewes (CRD# 1077166) is an Investment Advisor Representative working at Newedge Advisors in Gulfport, MS and has over 41 years of experience in the finance industry.
Bradley Hilbert (CRD# 2979252) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 26 years of experience in the finance industry.
Brent Hillerich (CRD# 4352629) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 20 years of experience in the finance industry.
Julie Hinsz (CRD# 2382863) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 30 years of experience in the finance industry.
Jaclyn Hissick (CRD# 4814992) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 19 years of experience in the finance industry.
Michelle Hollenshead (CRD# 4474100) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 18 years of experience in the finance industry.