Elizabeth Guilbeau (CRD# 6864809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marksville, LA and has over 2 years of experience in the finance industry.
CRD# 5096035
Cetera Investment Advisers LLC
CRD# 2740254
J.p. Morgan Securities LLC
CRD# 4734880
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sunset Advisors LLC | Marksville, LA | Nov 2021 - Current | 2 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2021 - Current | 2 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Oct 2021 - Current | 2 |
| Empower Wealth Management LLC | Marksville, LA | Sep 2017 - Current | 6 |
| Avantax Advisory Services | Marksville, LA | Dec 2020 - Oct 2021 | < 1 |
| Avantax Investment Services, Inc. | Marksville, LA | Dec 2020 - Oct 2021 | < 1 |
| Cleco Corporation | Pineville, LA | Oct 2016 - Oct 2017 | 1 |
| Ernest & Young | Lafayette, LA | Jul 2015 - Oct 2016 | 1 |
| University Of Lousiana At Lafayette | Lafayette, LA | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- LA
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Total Assets Under Management104,469MILLIONS
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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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