Emory
Hendrix

Newedge Advisors

CRD#5882819
Investment Advisor
in New Orleans, LA

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About this Advisor

Emory Hendrix is a financial advisor working in New Orleans, Louisiana, with 1 year of industry experience. Hendrix is an employee of Newedge Advisors. During their career, the advisor has held roles at Raymond James & Associates, Inc, Newedge Securities, Inc and Newedge Advisors, LLC. Hendrix maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and South Carolina. Newedge Advisors is a financial advisory company operating out of New Orleans, LA. The investment advisory business has offices in 99 locations and a total of 499 advisors. It manages $13 billion in assets across its 48,067 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 114 charitable organizations. Of its 48,067 customer accounts, 27% belong to high-net-worth clients who have more than $1 million in investable 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. A financial advisor's fees usually depend on which services are offered. Fee types billed by Newedge Advisors likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

858 Camp Street
New Orleans, LA 70130

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Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

LA Average: $486,181,852
Total Number of Employees

499

LA Average: 13
Total Number of Accounts

48,067

LA Average: 722
Average Account Size

$263,865

LA Average: $673,382

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

Emory Hendrix Work History

Emory has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Newedge Securities, Inc

2022 - Present (2 years)

Newedge Advisors, LLC

2013 - 2022 (9 years)

Raymond James & Associates, Inc

*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 Emory Hendrix 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

Robert Fabrizio
New Orleans, LA
Stephen Coopersmith
New Orleans, LA
Jennifer Kahl
New Orleans, LA
Cline Reasor
Virginia Beach, VA
Kathaleen Muilwyk
New Orleans, LA
Caleb Rodriguez
San Diego, CA
Emory Hendrix
New Orleans, LA
Richard Rush
Novi, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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