Chase Buteaux is a registered investment advisor, based in New Iberia, LA, with 3 years of industry experience.
Location
152 W. Main St, New Iberia, LA, 70560
Get directionsHistory
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
Chase works as an Associate Financial Representative at COSOURCE Financial Group LLC, dedicating about half of his time to financial planning services. He also sells insurance products through Avantax Insurance Agency and offers annuities, spending minimal time on each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations5 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.