Bruce Broussard (CRD# 1982453) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orlando, FL and has over 24 years of experience in the finance industry. Bruce Broussard 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.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jul 2023 - Current | < 1 |
| The Continuing Education Academy | Ft Myers, FL | Oct 2004 - Current | 19 |
| Omni Resource Group | Ft. Myers, FL | Apr 2004 - Current | 20 |
| Harrelson Holdings | Orlando, FL | Mar 2004 - Current | 20 |
| Broussard & Smith | Orlando, FL | Nov 1995 - Current | 28 |
| Minnesota Life Insurance Company | St. Paul, MN | Mar 2004 - Aug 2023 | 19 |
| Securian Financial Services | St. Paul, MN | Mar 2004 - Aug 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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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
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- 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
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