David Harrison
David Harrison is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 34 years of industry experience. David 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells fixed annuities and life insurance, dedicating minimal time to this activity. He is also the president and 50% owner of Wealth Capital Partners, spending a few hours per week on marketing, planning, technology, and administration. Additionally, David works as a registered representative for Newedge Securities, spending about half his time on commission-based securities business during trading hours.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
North Star Investment Services, INC.Broker
Mid Atlantic Financial Management, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Mesirow Financial, INC.Broker
Comerica SecuritiesBroker
Comerica Financial Services, INC.Broker
Fimco Securities Group, INC.Broker
Invest Financial CorporationBroker
Edward D. Jones & CO., L.P.Broker
Guardian International Securities CORP.Broker
Whitehouse & Moore Investments, INC.Broker
State Registrations15 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.