Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avery? Claim Your ProfileAvery Anne Jeffcoat is an investment advisor representative at NewEdge Advisors, LLC. Avery has been in the financial industry since July 2024 and is registered with the state of Louisiana. Avery holds a Series 65 license. Avery also provides wedding and event planning services through Delia Jeffcoat Events.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
08/13/2024 - Present
Newedge Advisors (Shreveport LA)
IA
Issued 07/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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