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Guy Broussard III

Advisor at Raymond James Financial

Updated today

Location

Lafayette, LA 70503

Credentials

Series 63

Industry experience

41 years

About

Guy Broussard III is a financial advisor with Raymond James Financial in Lafayette, LA, holding a Series 63 designation and over 41 years of industry experience. He has been associated with The Investment Advisory Group since 2014 and has worked with related entities including Investment Partners of Acadiana, LLC and Raymond James Financial Services since 2012. Outside of his advisory work, he is a general partner at Bancker Plantation, where he manages farming and ranching contracts and related financial duties. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory and implementation-support services rather than discretionary management.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

3639 Ambassador Caffery Parkway, Suite 218

Lafayette, LA 70503

Most active in

Louisiana · Texas

Work history

The Investment Advisory Group

2014 - Present (12 years)

Investment Partners of Acadiana, LLC

2012 - Present (14 years)

Raymond James Financial Services Advisors Inc.

2012 - Present (14 years)

Raymond James Financial Services,inc

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

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Series 63, Series 66

Lafayette, LA

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Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Wealth management
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Heather A

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Jerry B

CFP®, Series 63, Series 65

Kaplan, LA

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General retirement planning Charitable giving & philanthropy
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Milton K

Series 65

Lafayette, LA

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Options & derivatives strategies Tax-loss harvesting
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Amie V

Series 66

Youngsville, LA

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Wealth management Passive / index investing
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