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Brandon Carl Papa

Newedge Advisors

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About Brandon Carl Papa

Brandon Papa is a financial advisor registered with Newedge Advisors. Brandon has been in the financial industry since September 1997 and has held registrations with several firms, including Sunset Financial Services, Inc. and Hibernia Investments, L.L.C. Brandon offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brandon is a registered representative with LPL Financial and holds licenses in numerous states.

Firm Information

Brandon Papa is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Papa’s Registration & Firm History

LA

08/15/2016 - Present

Newedge Advisors (Shreveport LA)

LA

08/17/2004 - 06/01/2009

SUNSET FINANCIAL SERVICES, INC. (SHREVEPORT LA)

LA

07/23/2003 - 08/24/2004

HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)

MO

10/22/2002 - 07/17/2003

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

IA

04/12/2002 - 10/21/2002

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

TX

04/01/2002 - 04/15/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

MN

01/04/1999 - 04/01/2002

MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)

NY

09/10/1997 - 12/31/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/18/2008

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/30/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Carl Papa.
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