RB
PFS
RB
PFS

Randy Brunet

36 Years of Experience
Metairie, LA
Broker

Randy Brunet is a PFS-designated registered investment advisor, based in Metairie, LA, with 36 years of industry experience.

Location

Metairie, LA

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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 Activities

Randy owns Brunet Wealth Management, dedicating nearly full-time hours to financial services and wealth management. He also owns Randy M Brunet CPA PC, providing tax preparation and accounting services, taking about 40% of his time, and works as a notary public, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2021 - Present · 5 yrs 2 mos
Cetera Financial Specialists LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Avantax Advisory Services
July 2002 - March 2021 · 18 yrs 8 mos
Avantax Investment Services, INC.Broker
August 1989 - March 2021 · 31 yrs 7 mos
State Registrations5 states
LAMSTNTXVA
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.
Randy Brunet - Financial Advisor | TrueAdvisor