Matthew Boudreaux (CRD# 6547984) is an Investment Advisor Representative working at Avantax Advisory Services in Lafayette, LA and has over 8 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 6492477
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Lafayette, LA | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Lafayette, LA | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Lafayette, LA | Jun 2017 - Current | 6 |
| Kolder Champagne Slaven & Company | Lafayette, LA | May 2017 - Current | 7 |
| Kcs Wealth Advisors Llc Dba Kore Financial Group | Lafayette, LA | Apr 2017 - Current | 7 |
| 1st Global Advisors, Inc. | Lafayette, LA | Jun 2017 - Oct 2019 | 2 |
| 1st Global Capital Corp. | Lafayette, LA | Jun 2017 - Oct 2019 | 2 |
| Hancock/whitney Investment Services, Inc. | Lafayette, LA | Oct 2016 - May 2017 | < 1 |
| Hancock/whitney Bank | Lafayette, LA | Oct 2016 - May 2017 | < 1 |
| Infinex Investments, Inc. | Baton Rouge, LA | Jul 2016 - Oct 2016 | < 1 |
| Iberia Bank | Baton Rouge, LA | Aug 2015 - Oct 2016 | 1 |
| Whitney Bank | Lafayette, LA | Jul 2014 - Aug 2015 | 1 |
| Whitney Bank | Lafayette, LA | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- LA
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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