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Benjamin Detiveaux

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Slidell, LA

Credentials

Series 66

Industry experience

5 years

About

Benjamin Detiveaux is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience, including prior roles at Cambridge Investment Research and involvement with Simpleray/Iowa Wind and Solar. Outside of his advisory work, he is engaged in copywriting and marketing, as well as independent contracting in the arts and performing arts. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent financial professionals utilizing multiple account platforms and a range of investment strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Slidell, LA

Most active in

Iowa · Louisiana

Work history

Cambridge Investment Research Advisors

2025 - Present (1 year)

Cambridge Investment Research

2020 - Present (6 years)

Cambridge Investment Research

2019 - Present (7 years)

N/a

2018 - 2018 (1 year)

Simpleray / Iowa Wind and Solar

2017 - 2019 (2 years)

N/a

2016 - 2018 (2 years)

University of New Orleans

2014 - 2016 (2 years)

University of New Orleans

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jason R

Series 66

Slidell, LA

Consortium Private Wealth LLC

Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Joseph M

CFP®, ChFC®, Series 66

Slidell, LA

Consortium Private Wealth LLC

Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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James C

Series 66

Slidell, LA

Consortium Private Wealth LLC

James Churchill Jr. is a financial advisor at Consortium Private Wealth LLC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Uber. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients. The firm offers asset management, financial planning, retirement plan consulting, and referrals to third-party money managers, with a distinctive approach that emphasizes non-discretionary portfolios and a small client roster managed by a multi-advisor team.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Lowell D

Series 63

Slidell, LA

Charter Advisory Corporation

Lowell Dever is a financial advisor with Charter Advisory Corporation in Slidell, LA, holding a Series 63 designation and over 56 years of industry experience. He has been with Charter Advisory Corporation since 2015 and has worked with LPL Financial LLC since 2009. Outside of his advisory roles, he is licensed in life and health insurance through Dever & Associates. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves both retail and high-net-worth clients through a multi-advisor team approach.

Wealth management
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Paul G

Series 63, Series 65

Slidell, LA

Summit Financial Wealth Advisors

Paul Guidry is a financial advisor at Summit Financial Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit since 2022. Prior to that, he was with ADG Wealth Management, LLC and Triad Advisors, and he has managed a small business consulting and management firm since 1986. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships, acting as an ERISA fiduciary for plan clients and offering a range of investment and non-investment services including business management and divorce financial consulting.

Divorce financial planning Cash flow / budgeting Attorney Founder/Business Owner
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Dominick M

Series 63, Series 65

Sidell, LA

Gibbs Wealth Management, LLC

Dominick Messina is a financial advisor at Gibbs Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coppell Advisory Solutions LLC dba Fusion Capital Management. Outside of his advisory role, Messina is the owner of Messina Wealth Group, where he is involved in insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing advisor-directed model management and sub-advisory arrangements through third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a mix of analytical approaches and emphasizes risk assessment, tax efficiency, and guaranteed-income solutions in its investment process.

Options & derivatives strategies Concentrated stock management
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