Randy
Brunet

Cetera Investment Advisers LLC

CRD#1956493
Investment Advisor
in Metairie, LA

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About this Advisor

Randy Brunet is a financial advisor based in Metairie, Louisiana, working with Cetera Investment Advisers LLC. Randy has previously held positions at Randy M. Brunet, Cpa Pc, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Brunet And Sciortino, Cpa'S LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, and Brunet Wealth Management; Dba Financial Services. Randy has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Randy is part of Cetera Investment Advisers LLC, which operates out of Metairie, Louisiana. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Personal Financial Specialist

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Metairie, LA

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

LA Average: $6,674,516,078
Total Number of Employees

6,648

LA Average: 44
Total Number of Accounts

423,554

LA Average: 2,564
Average Account Size

$246,648

LA Average: $2,603,165

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

Randy Brunet Work History

2021 - Present (3 years)

Cetera Financial Specialists LLC

2021 - Present (3 years)

Cetera Investment Advisers LLC

2015 - Present (9 years)

Brunet Wealth Management; Dba Financial Services

1984 - Present (40 years)

Randy M. Brunet, Cpa Pc

2018 - 2021 (3 years)

Avantax Insurance Agency, LLC

2018 - 2021 (3 years)

Brunet And Sciortino, Cpa'S LLC

1992 - 2021 (29 years)

Avantax Insurance Agency, LLC

1989 - 2021 (32 years)

Avantax Investment Services, Inc

Disclosures

Please visit the SEC profile of Randy Brunet 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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