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Ronald James Legnion

Newedge Advisors

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About Ronald James Legnion

Ronald Legnion is a financial advisor with Newedge Advisors, a firm with $10 billion to $50 billion in assets under management. Ronald has been working in the financial services industry for over 30 years and has experience with various advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. Ronald also holds licenses in Texas and is registered with Newedge Advisors as a Registered Representative.

Firm Information

Ronald Legnion 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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Ronald Legnion’s Registration & Firm History

LA

07/01/2022 - Present

Newedge Advisors (NEW ORLEANS LA)

TX

07/01/2022 - 01/08/2024

NEWEDGE SECURITIES, INC. (BEAUMONT TX)

TX

08/25/1994 - 07/08/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (BEAUMONT TX)

MO

07/20/1988 - 08/26/1994

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 08/18/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/14/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald James Legnion.
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