Wayne Murry is a CFA-designated registered investment advisor at Newedge Advisors, based in Mendeville, LA, with 23 years of industry experience. Wayne 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
Mendeville, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is the sole member of Maddie's Mobile Makeovers, LLC, a mobile dog grooming business, dedicating a few hours per week. He also works as an Investment Advisory Representative for NewEdge Advisors DBA Murry Wealth Management, dedicating full-time hours during trading hours.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
LPL Financial LLCBroker
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Whitney Securities, L.L.C.Broker
Pan-American Financial AdvisersBroker
Prudential Securities IncorporatedBroker
State Registrations2 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.