Gerard
Patin
Cetera Advisors LLC
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About this Advisor
Gerard Patin is a certified financial planner working out of Lafayette, Louisiana who has 1 year of relevant experience. Patin is currently employed by Cetera Advisors LLC. Their career trajectory has included roles at Mml Investors Services, LLC, Cetera Advisors, Patin Wealth Partners, Metlife Securities Inc and Metropolitan Life Insurance Company. Patin has a Series 63 license, qualifying them as a securities broker, and is able to operate in Louisiana and Texas. Cetera Advisors LLC is a business that has its headquarters in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 people on staff. It administers $21 billion in assets across its 90,646 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 294 charities and foundations. Of its 90,646 accounts, 26% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Cetera Advisors LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gerard Patin Work History
Gerard has been registered as a financial advisor for 1 years.*
Cetera Advisors
Patin Wealth Partners
Mml Investors Services, LLC
Metlife Securities Inc
Metropolitan Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gerard Patin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
