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Bruce Kerlee Broussard

Cetera Investment Advisers LLC

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About Bruce Kerlee Broussard

Bruce Kerlee Broussard is a financial advisor registered with Cetera Investment Advisers LLC. Bruce Broussard has been a Registered Representative since 1989. Bruce Broussard specializes in providing financial planning and investment management services to individuals, businesses, pension and profit sharing plans, and charitable organizations. Bruce Broussard is also a Certified Financial Planner and a Chartered Financial Consultant. Bruce Broussard has held previous registrations with Securian Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Woodbury Financial Services, Inc., Washington Square Securities, Inc., MONY Securities Corporation, Sun Investment Services Company, and New England Securities.

Firm Information

Bruce Broussard is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1615 EDGEWATER DRIVE

ORLANDO, FL 32804

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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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)

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Licenses & Designations

BC

Issued 2/26/2004

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 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/3/1994

Series 2 - Non-Member General Securities Examination

BC

Issued 9/25/1989

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.
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