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 6 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||6|
|Financial Partners Of Louisiana, LLC||Lafeyette, LA||Jul 2007 - Current||10|
|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