Best Investors Account Sign in
Inactive

Ronald James Prejean

Newedge Advisors

Lafayette, LA

CRD 3183743

Claim This Profile
Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-10-01
  • LA RA
    APPROVED
    Since 2019-10-01

Branch Locations

1819 Pinhook Road Suite 215, Lafayette, LA 70508 • 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
Prejean Direct Inc. Lafayette LA 07/2018 Present
Prejean Company Acc Pa Lafayette LA 09/1989 07/2018
  • 07/2018 → Present
    Prejean Direct Inc.
    Lafayette, LA
  • 09/1989 → 07/2018
    Prejean Company Acc Pa
    Lafayette, LA
Other Businesses

KP Energy - Oil and Gas Investments / Partner; AWHG Realty LLC - Real Estate Investments / Partner; Bertrand Realty LLC - Real Estate Investments / Partner; KP Medical LLC - Medical Clinic / Partner

View on SEC IAPD

Nearby Firms

PROSPERA FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Michael Shane Goff
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ

Nearby Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA

More in Lafayette, LA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor