Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Fontenot is an investment advisor representative with Newedge Advisors, based in Lafayette, Louisiana. Phillip has been in the financial industry since 1995 and has experience with a wide range of financial products and services. Phillip has held previous positions with Triad Advisors LLC, Infinex Investments, Inc., Essex National Securities, LLC, ProEquities, Inc., Linsco/Private Ledger Corp., BANC ONE SECURITIES CORPORATION, and GNA SECURITIES, INC. Phillip is registered in Louisiana and Texas and holds Series 6, 7, and 66 licenses.
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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2
LA
12/09/2020 - Present
Newedge Advisors (Lafayette LA)
LA
12/03/2018 - 03/08/2023
TRIAD ADVISORS LLC (Lafayette LA)
LA
07/01/2016 - 12/04/2018
INFINEX INVESTMENTS, INC. (Lafayette LA)
LA
11/07/2007 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Lafayette LA)
LA
10/14/1997 - 11/08/2007
PROEQUITIES, INC. (LAFAYETTE LA)
SC
02/25/1997 - 10/20/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
10/16/1996 - 02/20/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
VA
07/07/1995 - 10/16/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 03/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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