Julien Lahiere
Julien Lahiere is a registered investment advisor at Cetera Investment Advisers LLC, based in Huntsville, AL, with 30 years of industry experience. Julien 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
Firm Size
IM Fee
Assets Under Management
Location
521 Madison Street Se, Huntsville, AL, 35801
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2014Customer Dispute
September 2008Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Julien offers insurance, investment, and securities products and services to CB&S customers, dedicating nearly full-time hours to this role. He also serves as a personal representative of his mother's estate, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations11 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.