Invested Better
Unclaimed

Unclaimed

Unclaimed

Bruce Kerlee Broussard

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bruce? Claim Your Profile

About Bruce Kerlee Broussard

Bruce Broussard is a financial advisor at Cetera Investment Advisers LLC. Bruce has over 30 years of experience in the financial services industry. Bruce specializes in financial planning, portfolio management, and retirement planning. Bruce holds the Series 6, 7, 24, 63 and 65 licenses. Bruce is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Bruce is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Bruce Broussard is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bruce Broussard’s Registration & Firm History

FL

07/17/2023 - Present

Cetera Investment Advisers LLC (ORLANDO FL)

FL

04/01/2004 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)

MA

12/14/2001 - 03/23/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/14/2001 - 03/23/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

03/13/2001 - 12/20/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

CT

04/19/1999 - 03/16/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

NY

02/27/1995 - 04/27/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

MA

10/26/1992 - 02/23/1995

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

NY

09/26/1989 - 10/30/1992

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Bruce Kerlee Broussard is right for you?

Licenses & Designations

BC

Issued 02/26/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/03/1994

Series 2 - Non-Member General Securities Examination

BC

Issued 09/25/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bruce Kerlee Broussard. Review regulatory record here.
Not sure if Bruce Kerlee Broussard is right for you?