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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Louisiana

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Louisiana, by city and A to Z.

The short answer

28 registered advisors work at Cetera Planning Partners in Louisiana, out of 283 nationwide; it's the firm's number 3 state by advisors, and the most are in Lafayette (20). 8 list the CFP designation and 27 are also registered broker representatives.

Cetera Planning Partners advisors by city in Louisiana

Every firm in Louisiana →

Lafayette 20Morgan City 4Eunice 2New Iberia 2

Cetera Planning Partners advisors in Louisiana, A to Z

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Cetera Planning Partners in other states

Iowa 43Kansas 32California 19Texas 19Minnesota 17New Jersey 14Indiana 13Michigan 10Pennsylvania 10South Dakota 9Nebraska 7Illinois 6Florida 5Hawaii 5Kentucky 5New York 5Colorado 4Ohio 4Arkansas 3Georgia 3North Carolina 3North Dakota 3Utah 3

Questions

How many Cetera Planning Partners financial advisors are in Louisiana?

28 investment adviser representatives are registered at Cetera Planning Partners offices in Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 8 list the CFP designation and 27 are also registered as broker representatives.

Where in Louisiana does Cetera Planning Partners have the most advisors?

Lafayette, with 20, then Morgan City (4). Cetera Planning Partners has advisors in 4 cities in Louisiana.

How do I check a Cetera Planning Partners advisor in Louisiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.