Allen Berard is a registered investment advisor, based in Lafayette, LA, with 10 years of industry experience.
Location
Lafayette, LA
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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 →Employment History
Current Registrations
Empower Financial Services, INC.
November 2020 - Present · 5 yrs 6 mos
Empower Financial Services, INC.Broker
November 2020 - Present · 5 yrs 6 mos
Empower Advisory Group, LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Hancock Whitney Investment Services INC.
January 2017 - April 2019 · 2 yrs 3 mos
Hancock Whitney Investment Services INC.Broker
January 2017 - April 2019 · 2 yrs 3 mos
Edward Jones
April 2014 - December 2016 · 2 yrs 8 mos
Edward JonesBroker
February 2014 - December 2016 · 2 yrs 10 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.