Chad Boudreau (CRD# 5567125) is an Investment Advisor Representative working at Mml Investors Services, LLC in Benton, LA and has over 12 years of experience in the finance industry.
CRD# 1507407
Adkins Seale Capital Management LLC
CRD# 2445840
Edward Jones
CRD# 2283016
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Benton, LA | Mar 2017 - Current | 7 |
| Massmutual Life Insurance Co | Benton, LA | Jan 2017 - Current | 7 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2016 - Jan 2017 | < 1 |
| Northwestern Mutual Investment Services, LLC | Shreveport, LA | Aug 2010 - Jan 2017 | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- LA
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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