Brandon Papa is a registered investment advisor at Newedge Advisors, based in Shreveport, LA, with 28 years of industry experience. Brandon 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.
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 Activities
Brandon is involved in several business activities, including mineral interest transactions, real estate rentals, and serving as an investment advisor representative (IAR) for NewEdge Advisors, LLC. He also dedicates minimal time to Famous LA Meat Pie Co, a food manufacturer.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Hibernia Investments, L.L.C.Broker
Sunset Financial Services, INC.Broker
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
H.D. Vest Investment ServicesBroker
Marquette Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.