EG
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Elizabeth Guilbeau

5 Years of Experience
Cottonport, LA
Broker

Elizabeth Guilbeau is a registered investment advisor, based in Cottonport, LA, with 5 years of industry experience.

Location

Cottonport, LA

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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 Activities

Elizabeth owns Guilbeau Financial LLC, a tax and accounting business, since 2025. She spends about 10-20% of her time on this activity, with a few hours per week during trading hours, providing CPA services, tax preparation, planning, bookkeeping, and payroll services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2021 - Present · 4 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Avantax Advisory Services
July 2021 - November 2021 · 4 mos
Avantax Investment Services, INC.Broker
January 2021 - November 2021 · 10 mos
State Registrations2 states
GALA
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.
Elizabeth Guilbeau - Financial Advisor | TrueAdvisor