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Curtis Alan Hearn

Newedge Advisors

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About Curtis Alan Hearn

Curtis Alan Hearn is an Investment Advisor Representative with NewEdge Advisors. Curtis has been in the financial services industry since 2006 and has experience working with individuals, businesses, and charitable organizations. Curtis is a Certified Financial Planner and holds the Series 7 license. Curtis is also the owner of a rental house in Atlanta, GA. Curtis is registered to provide investment advisory services in Georgia and Nebraska. Curtis is currently working at the NewEdge Advisors office located at 858 Camp Street, New Orleans, LA 70130.

Firm Information

Curtis Hearn 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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Curtis Hearn’s Registration & Firm History

LA

12/18/2023 - Present

Newedge Advisors (NEW ORLEANS LA)

SC

10/12/2006 - 03/07/2007

PROEQUITIES, INC. (GREER SC)

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Licenses & Designations

BC

Issued 10/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtis Alan Hearn.
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