KC
KC

Kevin Caillouet

14 Years of Experience
Baton Rouge, LA
Broker

Kevin Caillouet is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 14 years of industry experience. Kevin 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

8550 United Plaza Blvd, Ste 108, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is the 100% owner of Scotty Bous Seafood Co., a catering business specializing in boiled crawfish.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2020 - Present · 6 yrs 1 mo
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
Foresters Financial Services, INC.Broker
August 2011 - June 2019 · 7 yrs 10 mos
State Registrations6 states
FLGALAMSTXWA
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.