AL
CFP · PFS
AL
CFP · PFS

Albert Leger

32 Years of Experience
Marksville, LA
1 DisclosureBroker

Albert Leger is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marksville, LA, with 32 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

133 E Waddil St, Marksville, LA, 71351

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History

Regulatory History (1)
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Customer Dispute
June 2015
Settled
Other Business Activities

Albert is involved in several business activities, including Leger Financial Services, Albert R. Leger CPA (tax preparation and planning), Avoyelles Sleeves Up (Treasurer/Director), and Leger Property Management. He also owns Albert R Leger, CPA (APC) providing tax and accounting, financial services, dedicating about 10-20% of his time, all during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2021 - Present · 4 yrs 6 mos
Cetera Financial Specialists LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Commonwealth Financial Network
December 2004 - December 2004 · 0 mos
Commonwealth Financial NetworkBroker
December 2004 - December 2004 · 0 mos
Avantax Advisory Services
July 2002 - November 2021 · 19 yrs 4 mos
Avantax Investment Services, INC.Broker
October 1993 - November 2021 · 28 yrs 1 mo
State Registrations2 states
FLLA
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.
Albert Leger - Financial Advisor | TrueAdvisor