Ned Chatelain
Ned Chatelain is a registered investment advisor at Prospera Financial Services, INC., based in Metairie, LA, with 26 years of industry experience. Ned is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
2121 Airline Dr, Ste 160, Metairie, LA, 70001
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Ned works as a sideline official for Tulane University Football and as an instant replay field operation alternate for the NFL, each taking about 10-20% of his time. He is also a football official trainer for LHSAA, dedicating about 10-20% of his time with no compensation at this time.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Dorsey & Company INC.
Dorsey & Company, INC.Broker
Edward JonesBroker
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.
Exams
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