Terry
Sullivan
Newedge Advisors
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About this Advisor
Terry Sullivan is a certified financial planner and chartered financial consultant operating out of New Orleans, Louisiana with 2 years of relevant experience. Sullivan currently works for Newedge Advisors. Over the course of their career, Sullivan has held roles at Raymond James Financial Services, Inc, Non-Variable Insurance, Raymond James Financial Services Advisors, Inc, Mid Atlantic Capital Corporation, Newedge Advisors, LLC and Lpl Financial LLC. Sullivan maintains a Series 63 license, qualifying them as a securities representative, and is approved to work in Alabama, Louisiana and Texas. Newedge Advisors is a registered investment company that has its headquarters in New Orleans, LA. The firm has offices in 99 locations and a total of 499 advisors. It handles $13 billion in assets across its 48,067 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 114 charitable organizations. Of its 48,067 accounts, 27% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a number 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 usually vary depending on which service is provided. Fees charged by Newedge Advisors most likely include 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
Terry Sullivan Work History
Terry has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Mid Atlantic Capital Corporation
Newedge Advisors, LLC
Non-Variable Insurance
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 Terry Sullivan 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 Haven, CT
Novi, MI
Virginia Beach, VA
New Orleans, LA
New Orleans, LA
San Diego, CA
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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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.
