Steven Darden is a CFP-designated registered investment advisor at Newedge Advisors, based in Shreveport, LA, with 19 years of industry experience. Steven 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 502, Shreveport, LA, 71105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven operates his LPL business under the DBAs GWM Advisors and Darden Financial, and provides investment advisory services through NewEdge Advisors, LLC, spending nearly full-time on these activities. He is also a non-profit board member for St. Joseph's Cemetary Fund, INC.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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