Megan Evans fontenot
Investment adviser representative at Newedge Advisors
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$43.2BFirm assets
Are you Megan Evans fontenot? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Newedge AdvisorsOct 2019 to now
- LPL FinancialOct 2019 to now
- Newedge Advisors, LLC (gwm Advisors, LLC)Oct 2019 to now
- Morgan StanleyJan 2017 to Sep 2019
- Fsc Securities CorporationMar 2010 to Dec 2016
- Evans Investment AdvisorsJan 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5749521
- Firm CRD
- 171351