Randy Gonsoulin, financial advisor New Iberia LA
90 score

Randy Gonsoulin

CRD Number: 1390309
Current Firm: Ameritas Investment Corp

Randy Gonsoulin (CRD# 1390309) is an Investment Advisor Representative working at Ameritas Investment Corp in New Iberia, LA and has 1 year of experience in the finance industry. Randy Gonsoulin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Shurwest Financial New Iberia, LA Jun 2016 - Current < 1
Latter & Blum Baton Rouge, LA Nov 2010 - Current 6
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 10
Loreauville Rentals New Iberia, LA May 2000 - Current 16
Asset & Retirement Planning Services New Iberia, LA Mar 1983 - Current 33
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Nov 1982 - Dec 2011 29

Randy Gonsoulin has no recent exams reported.
Contact Info for Randy M. Gonsoulin
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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