Eugene Songy is a registered investment advisor at Newedge Advisors, based in Houma, LA, with 15 years of industry experience. Eugene 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
1356 W. Tunnel Blvd., Houma, LA, 70360
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eugene provides investment advisory services through GWM Advisors and NewEdge Advisors, independent investment advisor firms, dedicating full-time hours to each. Eugene also owns Songy's Sporting Goods, a family business, spending minimal time on it.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations15 states
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