Matthew Boudreaux
Matthew Boudreaux is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Morgan City, LA, with 10 years of industry experience. Matthew 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
1201 David Drive, Morgan City, LA, 70380
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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 ActivitiesSells Insurance
Matthew is an investment committee member for the Community Foundation of Acadiana, dedicating minimal time. He is also a registered representative for equity indexed annuities and an agent for Avantax Insurance, spending a few hours per week on these activities. Matthew works full-time as a financial advisor for KCS Wealth Advisors LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLCBroker
Essex National Securities, LLC
State Registrations10 states
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.