Michael
Hebert

Commonwealth Financial Network

CRD#4659328
Investment Advisor
in Lafayette, LA

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About this Advisor

Michael Hebert is a financial advisor operating out of Lafayette, Louisiana with a total of 2 years of relevant experience. Hebert works at Commonwealth Financial Network. Their career trajectory has included roles at Lpl Financial, Gulf Coast Bank, Commonwealth Financial Network and 4Th Quarter Wealth Management. Hebert has a Series 63 license, certifying them as a securities broker, and is approved to work in Louisiana. Commonwealth Financial Network is a registered investment company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It oversees $146 billion in total assets across its 585,629 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice largely vary depending on the services. Fee types charged by Commonwealth Financial Network most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

700 St. John Street Suite 201
Lafayette, LA 70501

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

LA Average: $16,012,751,954
Total Number of Employees

4,300

LA Average: 118
Total Number of Accounts

585,629

LA Average: 4,567
Average Account Size

$249,965

LA Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Hebert Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Commonwealth Financial Network

2021 - Present (3 years)

4Th Quarter Wealth Management

2011 - 2021 (10 years)

Lpl Financial

2011 - 2021 (10 years)

Gulf Coast Bank

*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 Michael Hebert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Katsiaryna Quandt
Franklin, TN
John Cronin
East Syracuse, NY
Alejandro Biagiotti
Bedford, NH
Mark Kutzke
Rochester, MN
Kelly Conner Haslbeck
Fairfax, VA
Richard Carlquist
San Diego, CA
Samuel Rich
Waltham, MA

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.

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