Denise
Rau
Newedge Advisors
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About this Advisor
Denise Rau is a financial advisor based in Lake Charles, Louisiana, working with Newedge Advisors. Denise has previously held positions at Lpl Financial LLC and Newedge Advisors, LLC (Gwm Advisors, LLC). Denise has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Denise is part of Newedge Advisors, which operates out of Lake Charles, 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
Denise Rau Work History
Newedge Advisors, LLC (Gwm Advisors, LLC)
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Denise Rau 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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