Beau Fontenot
Beau Fontenot is a registered investment advisor at Cetera Investment Advisers LLC, based in Covington, LA, with 20 years of industry experience. Beau 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
805 N Collins Blvd, Covington, LA, 70433
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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 Activities
Beau is a silent partner for Evangeline Properties of Villeplatte and Gate of Heaven Cemetery. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
State Registrations4 states
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