Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kyle Boudreaux is a financial advisor with Avantax Advisory Services. Matthew has been in the financial services industry since 2015. Matthew specializes in providing financial advice and investment services to individuals and businesses. Matthew is registered with the state of Louisiana and is also a registered representative with Avantax Insurance Services, Inc. Matthew is a member of the investment committee of the Community Foundation of Acadiana.
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 (LAFAYETTE LA)
LA
06/13/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LAFAYETTE LA)
LA
10/18/2016 - 05/10/2017
HANCOCK INVESTMENT SERVICES, INC. (LAFAYETTE LA)
LA
07/01/2016 - 10/03/2016
INFINEX INVESTMENTS, INC. (Baton Rouge LA)
LA
01/08/2016 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Baton Rouge LA)
BC
Issued 06/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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