CG
CFP
CG
CFP

Clint Gautreau

12 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

Clint Gautreau is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 12 years of industry experience. Clint is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

15015 Jamestown Blvd Suite 100, Baton Rouge, LA, 70810

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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.

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Other Business ActivitiesSells Insurance

Clint is a financial advisor for Horizon Wealth Management LLC and several DBAs, spending nearly full-time assisting clients with securities and investment advisory services. He also works as an insurance agent selling health and disability insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 7 mos
Cetera Advisors LLC
October 2013 - Present · 13 yrs
Cetera Advisors LLCBroker
October 2013 - Present · 13 yrs
Previous Registrations
Cetera Advisors LLC
November 2013 - March 2024 · 10 yrs 4 mos
State Registrations14 states
ARCACOFLILLAMAMSNCNVOHTNTXVA
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.
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