Kevin
Simoneaux
Newedge Advisors
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About this Advisor
Kevin Simoneaux is a financial advisor based in Lafayette, Louisiana, working with Newedge Advisors. Kevin has previously held positions at Lpl Financial, LLC and Ahrens Investment Partners, LLC. Kevin is registered to provide services in Louisiana and Texas. Currently, Kevin is part of Newedge Advisors, which operates out of Lafayette, 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.
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
Kevin Simoneaux Work History
Ahrens Investment Partners, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Kevin Simoneaux 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
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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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