CV
CV

Craig Viator

19 Years of Experience
New Iberia, LA
BrokerSells Insurance

Craig Viator is a registered investment advisor, based in New Iberia, LA, with 19 years of industry experience.

Location

146 West Main Street, New Iberia, LA, 70560

Get directions

History

Regulatory History
Clean regulatory record

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

Craig is a member of two rental real estate LLCs and a consultant for Global Wealth Care Group. He is also a tax manager/partner at Broussard, Poche, Lewis & Breaux, LLP and a partner at Broussard Poche, LLP, as well as president of Craig J. Viator, CPA, APAC, and treasurer of the Optimist Club of New Iberia, and an agent for Avantax Insurance Agency and/or Avantax Insurance Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
October 2007 - October 2019 · 12 yrs
1st Global Capital CORP.Broker
January 2007 - October 2019 · 12 yrs 9 mos
State Registrations1 state
LA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.