Melissa
Dugas
Newedge Advisors
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About this Advisor
Melissa Dugas is a financial advisor working in Lake Charles, Louisiana with a total of 2 years of relevant experience. Dugas is an employee of Newedge Advisors. Dugas has gained experience at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC, Royal Alliance, Lpl Financial, LLC, Newedge Advisors, LLC (Gwm Advisors, LLC) and Wells Fargo Advisors LLC. Dugas has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in California and Louisiana. Newedge Advisors is a company that has its headquarters in New Orleans, LA. The company has offices in 99 locations and a total of 499 employees. It controls $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% are held by high-net-worth clients who have more than $1 million in assets available to invest. Newedge Advisors provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which service is offered. However, fees charged by Newedge Advisors can be comprised of some combination 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
Melissa Dugas Work History
Melissa has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Newedge Advisors, LLC (Gwm Advisors, LLC)
Wells Fargo Advisors Financial Network, LLC
Royal Alliance
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Melissa Dugas 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
Monroe, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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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