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Wilkes Thomas Martin

Newedge Advisors

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About Wilkes Thomas Martin

Wilkes Martin is a financial advisor with over 30 years of experience in the financial services industry. Wilkes has worked for several firms including Raymond James & Associates, Morgan Keegan & Company, and Citigroup Global Markets. Wilkes currently works for Newedge Advisors as an investment advisor representative. Wilkes holds the Series 7, Series 31, and Series 63 licenses, as well as the SIE and Series 65 licenses.

Firm Information

Wilkes Martin 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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Wilkes Martin’s Registration & Firm History

SC

06/17/2024 - Present

Newedge Advisors (Spartanburg SC)

SC

02/13/2013 - 06/17/2024

RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)

SC

02/15/2008 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)

SC

08/19/1994 - 02/28/2008

CITIGROUP GLOBAL MARKETS INC. (SPARTANBURG SC)

NC

03/17/1994 - 08/22/1994

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 03/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Wilkes Thomas Martin. Review regulatory record here.
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