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Carly R

Series 66

Lamoure, ND

Newedge Advisors

Carly Rott is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at NewEdge Advisors since 2018 and previously at LPL Financial and Investment Centers of America. Carly serves as a board member of the LaMoure Park Board, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing multiple program structures that combine in-house and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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