Gerald Beaullieu is a registered investment advisor, based in New Orleans, LA, with 26 years of industry experience.
Location
880 W. Commerce Road, Suite 404, New Orleans, LA, 70123
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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
Gerald is involved in several outside business activities, including health insurance sales through Acadiana Health Benefits, Harrison Financial, and Crump, as well as EIA sales. He also dedicates minimal time to consulting services through Cosource Financial Group, LLC and various other ventures.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Ifg Network Securities, INC.Broker
Allmerica Investments, INC.Broker
State Registrations5 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.