Gerard Patin
Gerard Patin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lafayette, LA, with 21 years of industry experience. Gerard 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
2014 West Pinhook Rd Ste 502, Lafayette, LA, 70508
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Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Gerard sells fixed insurance products, including life, disability, fixed annuities, and long-term care, dedicating a few hours per week. He also works full-time as a financial professional through Totus Wealth Management, LLC and Patin Wealth Partners, and owns rental properties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 states
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