Bennett
Duffy
Newedge Advisors
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About this Advisor
Bennett Duffy is a financial advisor based in New Orleans, Louisiana, working with Newedge Advisors. Bennett has previously held positions at Guardian Life Insurance Company, Louisiana State University, Park Avenue Securities, Ameriprise Financial Services, LLC, Waterfront Wealth Management, Beacon Pointe Advisors, LLC, and Lpl Financial LLC. Bennett has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Bennett is part of Newedge Advisors, which operates out of New Orleans, Louisiana. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
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
Bennett Duffy Work History
Lpl Financial LLC
Beacon Pointe Advisors, LLC
Ameriprise Financial Services, LLC
Waterfront Wealth Management
Park Avenue Securities
Guardian Life Insurance Company
Louisiana State University
Disclosures
Please visit the SEC profile of Bennett Duffy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
Rancho Cordova, CA
Lake Charles, LA
New Orleans, LA
New Orleans, LA
Saint Simons Island, GA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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