Cline
Reasor

Newedge Advisors

CRD#4967111
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Cline Reasor is a certified financial planner who works out of Virginia Beach, Virginia with a total of 2 years of relevant experience. Reasor is an employee of Newedge Advisors. Reasor has gained experience at Bb&T Securities, LLC, Truist Investment Services, Inc, Truist Advisory Services, Inc, Newedge Securities, Inc and Newedge Advisors. Reasor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Virginia. Newedge Advisors is a financial advisory firm headquartered in New Orleans, LA. It has offices in 99 locations and a total of 499 employees. It handles $13 billion in assets across its 48,067 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 114 charitable organizations. Of its 48,067 client accounts, 27% are associated with high-net-worth clients who have at least $1 million in assets. Newedge Advisors provides a diverse range 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 typically are based on the financial services offered. However, fees billed by Newedge Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

192 Ballard Ct. Suite 101
Virginia Beach, VA 23462

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Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

VA Average: $486,181,852
Total Number of Employees

499

VA Average: 13
Total Number of Accounts

48,067

VA Average: 722
Average Account Size

$263,865

VA Average: $673,382

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

Cline Reasor Work History

Cline has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Newedge Securities, Inc

2021 - Present (3 years)

Newedge Advisors

2021 - 2021 (< 1 year)

Truist Investment Services, Inc

2021 - 2021 (< 1 year)

Truist Advisory Services, Inc

2013 - 2021 (8 years)

Bb&T Securities, 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 Cline Reasor 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

Robert Fabrizio
New Orleans, LA
Stephen Coopersmith
New Orleans, LA
Jennifer Kahl
New Orleans, LA
Cline Reasor
Virginia Beach, VA
Kathaleen Muilwyk
New Orleans, LA
Caleb Rodriguez
San Diego, CA
Emory Hendrix
New Orleans, LA
Richard Rush
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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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.

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