Marcy M. Shipman

Advisor Advocate @Newedge Advisors

Dallas-Fort Worth, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2025 — Present

Advisor Advocate @Newedge Advisors

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Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.Securities offered through LPL Financial. Member FINRA/SIPC. The investment adviserrepresentative of NewEdge Advisors, LLC is also a registered representative of LPL Financial.Member FINRA/SIPC. NewEdge Advisors, LLC, are separate entities from LPL Financial.Advisory services are only offered to clients where NewEdge Advisors, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC unless a client service agreement is in place.Third party posts found on this profile do not reflect the views of LPL Financial or NewEdgeAdvisors, LLC and have not been reviewed by either entity for accuracy or completeness.

EDUCATION

1996 — 2000

Kansas State University

BA

SKILLS

Client SegmentationSales OperationsMutual FundsFinancial ServicesRisk ManagementStrategyPortfolio ManagementPractice ManagementManagementWealth ManagementSeries 63Sales SupportEstate PlanningGenerational DifferencesInsuranceRetirement PlanningSales ManagementRetirementStrategic Financial PlanningSeries 7FinanceClient Aquisition StrategiesFinancial PlanningFinancial AdvisoryBusiness CoachingInvestments

ABOUT MARCY M. SHIPMAN

I am an accomplished sales professional and business consultant in the finance industry…

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Marcy M. Shipman — Advisor Advocate at Newedge Advisors in Dallas-Fort Worth, TX, US | Unifers