LT
LT

Louis Tavares

5 Years of Experience
New Bedford, MA
Broker

Louis Tavares is a registered investment advisor, based in New Bedford, MA, with 5 years of industry experience.

Location

2796 Acushnet Avenue, New Bedford, MA, 02745

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Louis is a Certified Public Accountant and tax preparer, dedicating full-time hours to providing tax, bookkeeping, payroll, and other client services since 2020. He is also a member of Tavares & Associates, LLC, focusing on tax preparation, accounting consulting, and tax compliance, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
November 2020 - September 2025 · 4 yrs 10 mos
Avantax Investment Services, INC.Broker
September 2020 - September 2025 · 5 yrs
State Registrations2 states
MARI
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.