Jeffrey Heard is a registered investment advisor at Cetera Investment Advisers LLC, based in Eunice, LA, with 8 years of industry experience. Jeffrey 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
2250 W Laurel Avenue, Eunice, LA, 70535
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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.
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Jeffrey is a website admin for Southern Silks Puppies, owns rental property through Canaan Land Properties LLC, and is the Vice President of the Board at Carencro's Greater First Apostolic Church, Inc and President of CFAC Ministries. These activities take up minimal time each week.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Infinex Investments, INC.
Infinex Investments, INC.Broker
State Registrations6 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.