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Megan Evans Fontenot

Newedge Advisors

Lake Charles, LA

New Orleans, LA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-12-19
LA RA APPROVED 2019-10-08
  • TX RA
    APPROVED_RES
    Since 2023-12-19
  • LA RA
    APPROVED
    Since 2019-10-08

Branch Locations

4965 Elliott Road, Lake Charles, LA 70605 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evans Investment Advisors Baton Rouge LA 01/2010 12/2016
Fsc Securities Corporation Baton Rouge LA 03/2010 12/2016
Morgan Stanley Lake Charles LA 01/2017 09/2019
Lpl Financial Lake Charles LA 10/2019 Present
Newedge Advisors, Llc (Gwm Advisors, Llc) New Orleans LA 10/2019 Present
  • 01/2010 → 12/2016
    Evans Investment Advisors
    Baton Rouge, LA
  • 03/2010 → 12/2016
    Fsc Securities Corporation
    Baton Rouge, LA
  • 01/2017 → 09/2019
    Lake Charles, LA
  • 10/2019 → Present
    Lpl Financial
    Lake Charles, LA
  • 10/2019 → Present
    Newedge Advisors, Llc (Gwm Advisors, Llc)
    New Orleans, LA
Previous Registrations
Other Businesses

1. 10/2019 - DBA for LPL Business (entity for LPL business) - OAK GROVE WEALTH PARTNERS LLC - Investment Related - Lake Charles, LA 2. 10/09/2019 - GWM Advisors, LLC - DBA:(Hybrid) Oak Grove Wealth Partners LLC - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:9/29/2019 - 160 hrs/mo - 8 hrs during trading. 3. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - LICENSED ADMIN. - Start Date: 9/29/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to NewEdge ADVISORS LLC, an independent investment advisor firm. I started this business activity in 9/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-04
  • S66 Uniform Combined State Law Examination
    2010-06-04
Designations
Other Names
  • Megan Ratcliff Evans
  • Megan Evans Fontenot
  • Megan Evans -Fontenot

View on SEC IAPD

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