Ellen
Reynard
Newedge Advisors
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About this Advisor
Ellen Reynard is a financial advisor based in Beaumont, Texas, working with Newedge Advisors. Ellen has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Ascent Oil & Gas Consultants, LLC, Ltc Financial, Ltc Financial Services, LLC, Hotaling Group, Insurance & Goal Planning Systems, LLC, and Financial Advising 360. Ellen has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Ellen is part of Newedge Advisors, which operates out of Beaumont, Texas. 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.
Certifications and Registrations
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
Ellen Reynard Work History
Financial Advising 360
Insurance & Goal Planning Systems, LLC
Hotaling Group
Ltc Financial Services, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Ascent Oil & Gas Consultants, LLC
Ltc Financial
Disclosures
Please visit the SEC profile of Ellen Reynard 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
San Diego, CA
Lake Charles, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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