Catherine Boudreaux (CRD# 5386329) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 12 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 2689932
Lifemark Securities Corp.
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2024 - Current | < 1 |
| Summit Financial Wealth Advisors | Lafayette, LA | Oct 2023 - Current | < 1 |
| Summit Financial Wealth Advisors | Lafayette, LA | Oct 2023 - Current | < 1 |
| Catherine Boudreaux - Notary | Lafayette, LA | Jan 2011 - Current | 13 |
| Cetera Advisor Networks LLC | El Segundo, CO | Sep 2023 - Feb 2024 | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2023 - Nov 2023 | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2011 - Sep 2023 | 11 |
| Financial Partners Of Louisiana, LLC | Lafeyette, LA | Jul 2007 - Sep 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- LA
-
Total Assets Under Management1,430MILLIONS
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Total Number of Accounts2,455ACCOUNTS
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Average Account Value$582,674
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, CO, FL, GA, LA, MO, MS, NM, OK, TN, TX, VA
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