Catherine Boudreaux is a registered investment advisor, based in Lafayette, LA, with 17 years of industry experience.
Location
1021 E. St. Mary Blvd., Lafayette, LA, 70503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine works as an administrative assistant at Summit Financial Wealth Advisors, dedicating about a quarter of her time to financial planning and asset management. Catherine is also a notary public in Maurice, LA, spending minimal time on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial Wealth Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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