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Kody Carl Followwill

Newedge Advisors

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About Kody Carl Followwill

Kody Carl Followwill is an Investment Advisor Representative with Newedge Advisors. Kody Followwill is registered with the state of Texas. Kody Carl Followwill has been in the industry for over six years and has experience with a number of firms. Kody Carl Followwill specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Kody Carl Followwill provides investment advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Kody Carl Followwill is also a registered representative with Compass Retirement and NewEdge Advisors, LLC. Kody Carl Followwill is committed to providing clients with personalized investment advice and guidance.

Firm Information

Kody Followwill 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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Kody Followwill’s Registration & Firm History

LA

07/19/2023 - Present

Newedge Advisors (NEW ORLEANS LA)

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Licenses & Designations

IA

Issued 07/28/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kody Carl Followwill.
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