CFP
CFP
Jerry Broussard
21 Years of Experience
Kaplan, LA
1 Disclosure
Jerry Broussard is a CFP-designated registered investment advisor at Broussard Financial Group, LLC, based in Kaplan, LA, with 21 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 1 more. Their firm serves 183 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$115.4M
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Contact
Jerry Broussard
Location
106 W Veterans Memorial Drive, Kaplan, LA, 70548
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2004Denied
Employment History
Current Registrations
Broussard Financial Group, LLC
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Eagle Strategies CORP
May 2000 - December 2002 · 2 yrs 7 mos
State Registrations2 states
LATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
Contact
Jerry Broussard