James
Fettig
Newedge Advisors
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About this Advisor
James Fettig is a financial advisor working in Bismarck, North Dakota who has 5 years of industry experience. Fettig is an advisor for Newedge Advisors. Fettig has gained experience at Gilchrist & Fettig Financial, Investment Centers Of America, Inc, Lpl Financial LLC, Newedge Advisors, LLC (Gwm Advisors, LLC) and Newedge Advisors. Fettig maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Dakota and Texas. Newedge Advisors is a firm that has its headquarters in New Orleans, LA. The firm has offices in 99 locations and a total of 499 financial advisors. It administers $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 charitable organizations. Of its 48,067 customer accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a number 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 for financial management usually vary depending on the type of services offered. However, fees billed by Newedge Advisors can 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
James Fettig Work History
James has been registered as a financial advisor for 5 years.*
Newedge Advisors
Newedge Advisors, LLC (Gwm Advisors, LLC)
Lpl Financial LLC
Investment Centers Of America, Inc
Gilchrist & Fettig Financial
*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 James Fettig 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 Orleans, LA
New Orleans, LA
New Orleans, LA
Monroe, 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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