Brady Broussard is a ChFC-designated registered investment advisor, based in Lafayette, LA, with 40 years of industry experience. Brady is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2304 Kaliste Saloom, Lafayette, LA, 70508
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Regulatory History
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.
Learn about disclosures →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
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Sma Equities, INC.Broker
State Registrations10 states
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
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