Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Viator is a financial advisor with Avantax Advisory Services, located in New Iberia, Louisiana. Craig has been in the financial services industry since 2007 and is registered as a Registered Representative with FINRA. He is also a Registered Investment Advisor and is licensed in Louisiana. Craig has extensive experience in providing financial services to individuals, families, and businesses. He is a member of the Louisiana Society of Certified Public Accountants and is a partner in the accounting firm of Broussard Poche, LLP. Craig is committed to providing his clients with the highest quality financial advice and services. He is dedicated to helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
LA
10/25/2019 - Present
Avantax Advisory Services (NEW IBERIA LA)
LA
01/31/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (NEW IBERIA LA)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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