Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Broussard is a financial advisor with LPL Financial LLC. Keith has been in the financial industry since 1995. Keith has a Series 7, Series 63 and SIE licenses. Keith has experience working with various clients, including individuals, businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Keith has been registered with LPL Financial LLC since July 2021. Previously, Keith was registered with CETERA INVESTMENT SERVICES LLC from March 2012 to July 2021 and Wells Fargo Advisors, LLC from January 2008 to April 2012.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
07/02/2021 - Present
LPL Financial LLC (JENNINGS LA)
LA
03/30/2012 - 07/06/2021
CETERA INVESTMENT SERVICES LLC (JENNINGS LA)
LA
01/01/2008 - 04/02/2012
WELLS FARGO ADVISORS, LLC (LAKE CHARLES LA)
LA
01/03/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JENNINGS LA)
BC
Issued 01/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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