Eduardo
Provincia
Newedge Advisors
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About this Advisor
Eduardo Provincia is a financial advisor operating in Beverly Hills, California. Provincia is currently employed by Newedge Advisors. During their career, Provincia has held roles at Independent Financial Group, Newedge Securities Inc, Newedge Advisors, A1 Professionals and Raymond James & Associates, Inc. Provincia holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Newedge Advisors is a financial advisory company operating out of New Orleans, LA. The firm has offices in 99 locations and a total of 499 people on staff. It has $13 billion in assets between its 48,067 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 114 charities and foundations. Of its 48,067 accounts, 27% belong to high-net-worth clients who have more than $1 million in assets. Newedge Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Newedge Advisors can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eduardo Provincia Work History
Eduardo has been registered as a financial advisor for 0 years.*
Newedge Securities Inc
Newedge Advisors
A1 Professionals
Raymond James & Associates, Inc
A1 Professionals
Independent Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eduardo Provincia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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