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James R

Series 66

Memphis, TN

Newedge Advisors

James Raper is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 21 years of industry experience, including nine years at FTB Advisors, Inc., and currently works with both NewEdge Advisors and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs, utilizing both in-house and external strategies supported by technology and centralized due diligence.

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

Series 66

Memphis, TN

Newedge Advisors

Lindsay Pelkey is a financial advisor at NewEdge Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked at FTB Advisors, Inc. from 2013 to 2022 before joining NewEdge Advisors and LPL Financial in 2022. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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

Series 66

Memphis, TN

Newedge Advisors

Mary Cannon is a financial advisor with NewEdge Advisors in Memphis, TN, holding a Series 66 credential and 10 years of industry experience. She previously worked at FTB Advisors, Inc. from 2015 to 2022 and concurrently with LPL Financial since 2022. In addition to her advisory role, she owns Mary Cannon Interior Design. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

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