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William James Kinmonth

Newedge Advisors

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About William James Kinmonth

William Kinmonth is an experienced financial advisor with over 25 years in the industry. William is a Certified Financial Planner and Chartered Financial Consultant, and is currently registered with Newedge Advisors. William offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

William Kinmonth 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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William Kinmonth’s Registration & Firm History

LA

08/22/2024 - Present

Newedge Advisors (NEW ORLEANS LA)

PA

04/04/2003 - 08/22/2024

CITIZENS SECURITIES, INC. (ALLISON PARK PA)

MA

07/09/2002 - 03/26/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/09/2002 - 03/26/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

06/06/1997 - 06/24/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/06/1997 - 06/24/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/12/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William James Kinmonth.
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