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Michael Breard

24 Years of Experience
Baton Rouge, LA
1 DisclosureBroker

Michael Breard is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 24 years of industry experience. Michael 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

5035 Bluebonnet Blvd Ste A, Baton Rouge, LA, 70809

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History

Regulatory History (1)
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Customer Dispute
July 2024
Settled
Other Business Activities

Michael is a managing partner in Hays and Breard Enterprises, LLC (real estate), Breardco, LLC (restaurant interest), and Hays Breard Financial Group (financial services). He also owns Three Filles LLC and co-owns Divergent Networks LLC, spending minimal time on each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2022 - June 2023 · 1 yr 3 mos
LPL Financial LLC
August 2009 - April 2022 · 12 yrs 8 mos
LPL Financial LLCBroker
July 2009 - April 2022 · 12 yrs 9 mos
Ameriprise Financial Services, INC.
October 2006 - August 2009 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
August 2002 - August 2009 · 7 yrs
Ids Life Insurance CompanyBroker
August 2002 - July 2006 · 3 yrs 11 mos
Waddell & Reed, INC.
June 2002 - August 2002 · 2 mos
Waddell & Reed, INC.Broker
February 2002 - August 2002 · 6 mos
State Registrations26 states
ALARCACOCTFLGAILINKYLAMDMIMOMSNCNHNMNVOKSCTNTXVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.