Evan Saterfiel is a registered investment advisor, based in Lafayette, LA, with 19 years of industry experience.
Location
412 Settlers Trace Blvd., Lafayette, LA, 70508
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Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Evan is a registered investment advisor with New Edge Advisors and New Edge Securities, dedicating full-time hours to investment advice, planning, and trading. He also has appointments with multiple insurance carriers, spending about a quarter of his time on life insurance, disability, estate planning, and annuity production, as well as managing several real estate and land investments, and serving on the board of trustees for a school and on a hospital finance committee.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Securities, LLC
Newedge Advisors
Previous Registrations
Triad Advisors LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Essex National Securities, LLC
Essex National Securities, LLCBroker
Proequities, INC.Broker
State Registrations3 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.