Kris
Pearson
Newedge Advisors
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About this Advisor
Kris Pearson is a financial advisor based in Aberdeen, South Dakota with a total of 5 years of relevant experience. Pearson currently works for Newedge Advisors. During their career, Pearson has held roles at Investment Centers Of America, Inc, Lpl Financial LLC and Gwm Advisors, LLC (Dba: Goss Advisors). Pearson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California, South Dakota and Texas. Newedge Advisors is an advisory firm headquartered in New Orleans, LA. It has offices in 99 locations and a total of 499 employees. It has $13 billion in assets under management between its 48,067 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 114 charitable organizations. Of its 48,067 customer accounts, 27% are held by high-net-worth clients who have at least $1 million in investable assets. Newedge Advisors has 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. A financial advisor's fees are based on the type of services. However, fee types charged by Newedge Advisors may include 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
Kris Pearson Work History
Kris has been registered as a financial advisor for 5 years.*
Gwm Advisors, LLC (Dba: Goss Advisors)
Lpl Financial LLC
Investment Centers Of America, 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 Kris Pearson 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
Novi, MI
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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