BB
ChFC
BB
ChFC

Brady Broussard

40 Years of Experience
Lafayette, LA
BrokerSells Insurance

Brady Broussard is a ChFC-designated registered investment advisor, based in Lafayette, LA, with 40 years of industry experience.

Location

1720 Kaliste Saloom, Suite D-9, Lafayette, LA, 70508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brady does business as Lifesource Financial Partners and is an agent selling fixed insurance products since 1984, dedicating about 10-20% of his time to this. He also teaches a retirement planning course at a local university and is a trustee for a testamentary trust.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
August 2008 - February 2025 · 16 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
July 2008 - February 2025 · 16 yrs 7 mos
Lincoln Financial Advisors Corporation
May 1997 - December 2005 · 8 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
May 1997 - August 2008 · 11 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
May 1997 - April 2006 · 8 yrs 11 mos
Pruco Securities CorporationBroker
April 1991 - May 1997 · 6 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
April 1991 - December 1993 · 2 yrs 8 mos
Transamerica Financial Resources, INC.Broker
April 1990 - March 1991 · 11 mos
Transamerica Securities Sales CorporationBroker
April 1990 - March 1991 · 11 mos
Sma Equities, INC.Broker
August 1984 - October 1988 · 4 yrs 2 mos
State Registrations10 states
CACODEFLGALAMSNJOKTX
AdvisorBrokerBoth

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.
Brady Broussard - Financial Advisor | TrueAdvisor