Kelly Warner
Kelly Warner is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 38 years of industry experience. Kelly 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
858 Camp Street, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Kelly operates under the DBAs Atlantic Ave Advisors and NewEdge Advisors as a registered representative and investment advisor representative. She dedicates all of her time to these investment-related activities.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley Dw INC.Broker
U.S. Advisors, INC.Broker
Hanifen, Imhoff Securities CORP.Broker
Graystone Nash, INC.Broker
Carillon Investments, INC.Broker
State Registrations20 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.