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Credentials
Series 66
Experience Industry experience
10 years
Location
Lake Charles, LA
NEwEdge Advisors
Enterprise
Danielle Granger is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Granger also provides administrative services through several independent investment advisor entities she is affiliated with. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.
Based on NEwEdge Advisors
Flat fees for financial planning up to $200,000; business consulting fees negotiable
$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program
Commissionable securities sales by representatives registered with broker-dealer affiliates
Hourly consulting fees from $0 to $500
Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay
Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500
Lake Charles, LA
Lake Charles LA
Advisors at this office
3
California · Louisiana · Texas
10 years of industry experience
NewEdge Advisors, LLC (GWM ADVISORS, LLC)
2017 - Present • 9 years
Lake Charles, LA
LPL Financial, llc
2017 - Present • 9 years
Lake Charles, LA
Wells Fargo Clearing
2016 - 2017 • 1 year
Lake Charles, LA
Wells Fargo Advisors, Llc
2015 - 2016 • 1 year
Lake Charles, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lake Charles, LA
Fullington & Associates, LLC
Michael Fullington is the sole advisor at Fullington & Associates, LLC, an independent firm based in Lake Charles, Louisiana. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. He founded Fullington & Associates in 2004 and has been with the firm since its inception. Fullington & Associates provides discretionary portfolio management and financial planning services tailored to individual clients. The firm applies a combination of fundamental research, technical analysis, and cyclical evaluation to manage client assets, emphasizing customized portfolios and regular reviews.
CFP®, CFA®, Series 66
Lake Charles, LA
FMP Wealth Advisers
Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.
CFP®
Lake Charles, LA
FMP Wealth Advisers
John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.
Series 65
Lake Charles, LA
FMP Wealth Advisers
Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.
Series 65
Lake Charles, LA
FMP Wealth Advisers
Jacob Lemaire is a financial advisor at FMP Wealth Advisers in Lake Charles, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at First Horizon Bank, Pats of Henderson, and in education roles at Teurlings Catholic High School and St. Pius Elementary School. FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets, using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, and serves as an investment manager and sponsor to private pooled investment vehicles.
Series 63
Lake Charles, LA
Triad Wealth Partners, LLC
Troy Stine is a financial advisor with Triad Wealth Partners, LLC, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors and C2P Capital Advisory Group, and he operates his own tax and wealth planning business. Outside of advising, he is active in financial education as chapter president of the American Financial Education Alliance and is a board member of the City of Lake Charles Alcohol Review Board. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform, offering discretionary portfolio management, third-party manager access, and customized financial planning. The firm employs a strategic asset allocation process supported by an investment committee and diverse investment options including mutual funds, ETFs, and separately managed accounts.
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