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Scott Linsday Deupree

Newedge Advisors

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About Scott Linsday Deupree

Scott Linsday Deupree is a financial advisor with Newedge Advisors. Scott has been in the financial services industry since 1992. Scott is registered as an investment advisor representative in Louisiana and Texas. Scott has a Series 7 and Series 63 license as well as the SIE and Series 65. Scott has been a partner at Deupree James Wealth Management since 2018. Scott also serves as a member of the Committee of One Hundred, Inc., an organization that seeks to identify opportunities and needs within Northwest Louisiana.

Firm Information

Scott Deupree 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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Scott Deupree’s Registration & Firm History

LA

01/05/2023 - Present

Newedge Advisors (Shreveport LA)

LA

11/30/2018 - 10/04/2023

TRIAD ADVISORS LLC (Shreveport LA)

LA

11/16/1992 - 12/13/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)

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Licenses & Designations

IA

Issued 07/14/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Scott Linsday Deupree. Review regulatory record here.
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