Harlan Hughes is a registered investment advisor at Newedge Advisors, based in Shreveport, LA, with 30 years of industry experience. Harlan 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
7607 Fern Ave, Suite 902, Shreveport, LA, 71105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harlan operates Hughes Wealth Management as a DBA for his LPL business, dedicating about half of his time. He also provides investment advisory services through NewEdge Advisors, LLC, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Capital One Investing, LLCBroker
Capital One Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations4 states
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