John Mougey is a registered investment advisor at Newedge Advisors, based in Hammond, LA, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
200 E. Morris Avenue, Hammond, LA, 70403
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Criminal
December 1971Other Business Activities
John operates Northshore Wealth Advisors as a DBA for his LPL business and spends full-time hours on it. He also dedicates minimal time to THERIOT & MOUGEY LLC for tax/investment purposes and full-time hours to New Edge Advisors as an investment advisor.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.