Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Slidell, LA
Cambridge Investment Research Advisors
Institution
Lauren Detiveaux is a financial advisor at Cambridge Investment Research Advisors with six years of experience in the industry. She holds a Series 66 designation and has worked at Cambridge since 2018. Prior to her financial services career, she held positions in retail and veterinary-related businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio management solutions and proprietary investment strategies.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Slidell, LA
Slidell LA
Advisors at this office
2
Iowa · Louisiana
6 years of industry experience
Cambridge Investment Research
2020 - Present • 6 years
Fairfield, IA
Cambridge Investment Research
2018 - Present • 8 years
Fairfield, IA
Hyvee
2018 - 2018 • 1 year
Fairfield, IA
Unemployed
2018 - 2018 • 1 year
Fairfield, IA
Mary's Bed and Biscuit
2017 - 2018 • 1 year
Slidell, LA
Southern Pearl Veterinary Hospital
2017 - 2017 • 1 year
Slidell, LA
Petsmart
2013 - 2017 • 4 years
Slidell, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
Series 65
Slidell, LA
Brooklyn FI, LLC
Janae' Bridges is a financial advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Gregory Ricks & Associates, and JECohen & CO., LLC. Prior to her advisory career, she was employed by the State of Wyoming and Morguard. Brooklyn FI serves individual and high-net-worth clients with investment management, financial planning, and retirement-account advisory services. The firm emphasizes passive investment strategies while incorporating specialized external managers and aggregates held-away assets to provide comprehensive portfolio oversight.
Series 63, Series 65
Slidell, LA
Summit Financial Wealth Advisors
Paul Guidry is a financial advisor with Summit Financial Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ADG Wealth Management, Triad Advisors, and Industrial Management Group, Inc. Outside of advising, he owns and manages a small business consulting and management firm serving closely held businesses. Summit Financial Wealth Advisors offers discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides a range of services including pension consulting, outsourced business management, and divorce financial consulting, utilizing a mix of analytical approaches and customized strategies overseen by an investment committee.
Slidell, LA
Consortium Private Wealth LLC
Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.
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.
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