Jeffrey Heard (CRD# 6712662) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Natchitoches, LA and has over 6 years of experience in the finance industry.
CRD# 5954879
Edward Jones
CRD# 7024124
Edward Jones
CRD# 4209569
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Services LLC | Saint Cloud, MN | Aug 2022 - Current | 1 |
Cetera Investment Advisers LLC | Opelousas, LA | Aug 2022 - Current | 1 |
Hancock Whitney Bank | Opelousas, LA | Jan 2020 - Current | 4 |
Hancock Whitney Investment Services, Inc. | Opelousas, LA | Jan 2020 - Aug 2022 | 2 |
Cetera Investment Advisers LLC | Lafayette, LA | Feb 2018 - Jan 2020 | 1 |
Cetera Investment Services LLC | St. Cloud, MN | Feb 2018 - Jan 2020 | 1 |
Regions Bank | Lafayette, LA | Feb 2018 - Jan 2020 | 1 |
Iberia Financial Services | Lafayette, LA | Sep 2016 - Jan 2018 | 1 |
Infinex Investments, Inc. | Meriden, CT | Sep 2016 - Jan 2018 | 1 |
Ecm Consultants | Baton Rouge, LA | Jun 2016 - Aug 2016 | < 1 |
Unemployed | Lafayetteq, LA | Mar 2016 - May 2016 | < 1 |
Baker Hughes Inc. | Broussard, LA | Jan 2013 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- LA
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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