Financial ADVSR advisor directory · SEC adviser records
Newedge Advisors financial advisors in Lincoln, NE
Every SEC-registered investment adviser representative at a Newedge Advisors office in Lincoln, A to Z.
The short answer
3 registered advisors work at Newedge Advisors in Lincoln, out of 549 at the firm nationwide; it ranks number 37 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Newedge Advisors advisors in Lincoln, A to Z
Every Newedge Advisors advisor →- Mitchell J. BergenAlso a broker rep
- Kasey J. HosackAlso a broker rep
- Loy U. OlsonAlso a broker rep
Newedge Advisors advisors in every city and state →Newedge Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Newedge Advisors advisors in other cities
New Orleans, LA 258Dallas, TX 11Franklin, TN 11Lafayette, LA 10Birmingham, AL 7Pittsburgh, PA 7St. Simons Island, GA 6Troy, MI 6Ashland, WI 5Beaumont, TX 5Destin, FL 5Milldale, CT 5San Diego, CA 5Shreveport, LA 5Atlanta, GA 4
Other firms in Lincoln
All Lincoln advisors →LPL Financial LLC 54Ameritas Advisory Services, LLC 50Edward Jones 45Osaic Wealth, Inc. 39Allstate Financial Advisors, LLC 30RBC Capital Markets, LLC 24UBS Financial Services Inc. 20Wells Fargo Clearing Services, LLC 20D.A. Davidson & Co. 17State Farm Investment Management Corp. 14Cetera Investment Advisers LLC 13Pittenger & Anderson Inc. 13
Questions
How many financial advisors does Newedge Advisors have in Lincoln?
3 investment adviser representatives are registered at Newedge Advisors offices in Lincoln, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 549 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Newedge Advisors one of the largest advisor employers in Lincoln?
Newedge Advisors ranks number 37 in Lincoln by registered advisors; LPL Financial LLC has the most, with 54.
How do I check a Newedge Advisors advisor in Lincoln?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Newedge Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.