Catherine BoudreauxCRD Number: 5386329
Current Firm: Cambridge Investment Research Advisors, Inc.
Catherine Boudreaux (CRD# 5386329) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lafayette, LA and has over 5 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2011 - Current||5|
|Financial Partners Of Louisiana, LLC||Lafeyette, LA||Jul 2007 - Current||9|
|The Ups Store #2316||Lafayette, LA||Nov 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- 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