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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Nereaux Burtt is a financial advisor with Cetera Investment Advisers LLC, a firm with a focus on providing financial planning and investment management services. Richard has been in the financial industry since 2004. He is registered with the state of Louisiana as both a broker-dealer and an investment adviser, and also holds registrations in Texas and other states. Richard has a wide range of experience in the financial services industry, including work with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Richard's focus is on providing financial planning and investment management services to a variety of clients, including individuals, families, businesses, and institutions. He is dedicated to helping his clients achieve their financial goals. Richard is also an active member of the community and is committed to giving back.
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.
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.
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2
LA
06/29/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
03/02/2017 - 09/23/2022
WELLS FARGO CLEARING SERVICES, LLC (BATON ROUGE LA)
LA
10/01/2012 - 03/06/2017
J.P. MORGAN SECURITIES LLC (ZACHARY LA)
LA
09/18/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BAKER LA)
LA
07/27/2005 - 08/15/2006
LINSCO/PRIVATE LEDGER CORP. (BATON ROUGE LA)
LA
02/25/2004 - 07/29/2005
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
IA
Issued 12/4/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 2/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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