Joshua
Cavett
Newedge Advisors
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About this Advisor
Joshua Cavett is a financial advisor working out of New Orleans, Louisiana who has 1 year of industry experience. Cavett currently works for Newedge Advisors. During their career, the advisor has held roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Toccoa Investors, LLC, Cavett Family Limited Partnership, Llp, Ltc Financial Services, LLC, Pixelflow LLC, Beaumont Toccoa Properties, LTD, Beaumont Toccoa Property Managers, LLC, Toccoa Advisors, LLC, N/A, Rental Real Estate - 2405 Hazel, Hotaling Group, Insurance & Goal Planning Systems LLC, Finrad, LLC, Secretum, LLC, Crw Properties, LLC, Financial Advising 360, Newedge Advisors, Newedge Securities, Inc and Ascent Oil & Gas Consultants, LLC. Cavett holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Arkansas, California and Texas. Newedge Advisors is an advisory company based in New Orleans, LA. It has offices in 99 locations and a total of 499 employees. It handles $13 billion in assets under management among its 48,067 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 114 charities and foundations. Of its 48,067 accounts, 27% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company has a broad range 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 are based on which services are offered. However, fee types charged by Newedge Advisors most likely consist 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
Joshua Cavett Work History
Joshua has been registered as a financial advisor for 1 years.*
Newedge Advisors
Newedge Securities, Inc
Secretum, LLC
Crw Properties, LLC
Financial Advising 360
Insurance & Goal Planning Systems LLC
Finrad, LLC
Hotaling Group
Ascent Oil & Gas Consultants, LLC
N/A
Beaumont Toccoa Properties, LTD
Beaumont Toccoa Property Managers, LLC
Toccoa Investors, LLC
Cavett Family Limited Partnership, Llp
Pixelflow LLC
Rental Real Estate - 2405 Hazel
Ltc Financial Services, LLC
Toccoa Advisors, LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, 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 Joshua Cavett 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
New Orleans, LA
New Orleans, LA
New Haven, CT
Virginia Beach, VA
New Orleans, LA
Novi, MI
New Orleans, LA
New Orleans, LA
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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