Joseph
Wagner
Newedge Advisors
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About this Advisor
Joseph Wagner is a financial advisor based in New Orleans, Louisiana, working with Newedge Advisors. Joseph has previously held positions at Lpl Financial LLC, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc, and Newedge Advisors, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Joseph 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
Joseph Wagner Work History
Newedge Advisors, LLC
Mid Atlantic Financial Management, Inc
Mid Atlantic Capital Corporation
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Joseph Wagner 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
Lake Charles, LA
Chaska, MN
New Orleans, LA
Saint Simons Island, GA
Hudson, WI
New Orleans, LA
New Orleans, LA
New Orleans, LA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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