Laurie
Maddox

Newedge Advisors

CRD#6867054
Investment Advisor
in Staunton, VA

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About this Advisor

Laurie Maddox is a financial advisor based in Staunton, Virginia, working with Newedge Advisors. Laurie has previously held positions at Wells Fargo Clearing Services, LLC, Blacksburg Health And Fitness At The Weight Club, Edward Jones, Raymond James Financial Services, Raymond James Financial Services Advisors, Freedom Street Partners, Middlebrook Wealth, Newedge Securities Inc, and Newedge Advisors. Laurie has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Laurie is part of Newedge Advisors, which operates out of Staunton, Virginia. 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

Series 66

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

5 Middlebrook Ave
Staunton, VA 24401

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Newedge Advisors Brokerage Details

Total Assets Under Management

$18,432,430,824

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

570

VA Average: 13
Total Number of Accounts

62,249

VA Average: 722
Average Account Size

$296,108

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

Laurie Maddox Work History

2024 - Present (0 year)

Newedge Securities Inc

2024 - Present (0 year)

Newedge Advisors

2023 - Present (1 year)

Middlebrook Wealth

2021 - Present (3 years)

Raymond James Financial Services

2021 - Present (3 years)

Raymond James Financial Services Advisors

2021 - Present (3 years)

Freedom Street Partners

2019 - 2021 (2 years)

Edward Jones

2017 - 2019 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2017 (8 years)

Blacksburg Health And Fitness At The Weight Club

Disclosures

Please visit the SEC profile of Laurie Maddox 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

Colin Murray
Milldale, CT
Anthony Bartolomeo
Delray Beach, FL
George Sins
New Orleans, LA
Robert Maks
New Orleans, LA
Bennett Duffy
New Orleans, LA
Kody Followwill
New Orleans, LA
Maxwell Sprigg
New Orleans, LA
Anthony Baruffi
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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