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Clint Charles Laviolette

Osaic Wealth, Inc.

Lafayette, LA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-06-14
  • LA RA
    APPROVED
    Since 2024-06-14

Branch Locations

1007 Saint John St, Lafayette, LA 70501-6711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Lafayette LA 08/2003 06/2024
Securities America Advisors, Inc. Lafayette LA 08/2003 06/2024
Retirement Resources Of Louisiana, Inc. Lafayette LA 08/2003 Present
Financial Advisory Solutions, Llc Lafayette LA 10/2003 Present
Osaic Wealth, Inc. Lafayette LA 06/2024 Present
Osaic Wealth, Inc. Lafayette LA 06/2024 Present
  • 08/2003 → 06/2024
    Securities America, Inc.
    Lafayette, LA
  • 08/2003 → 06/2024
    Securities America Advisors, Inc.
    Lafayette, LA
  • 08/2003 → Present
    Retirement Resources Of Louisiana, Inc.
    Lafayette, LA
  • 10/2003 → Present
    Financial Advisory Solutions, Llc
    Lafayette, LA
  • 06/2024 → Present
    Lafayette, LA
  • 06/2024 → Present
    Lafayette, LA
Previous Registrations
  • 2003-08-21 → 2024-06-14
    Securities America Advisors, Inc.
    Lafayette, LA
Other Businesses

SECURITIES AMERICA ADVISORS, INC. -INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 08/2003 - LOCATED AT 1007 ST. JOHN STREET, LAFAYETTE, LA 70501 FINANCIAL ADVISORY SOLUTIONS, LLC POSITION: MANAGER OF LLC NATURE: DISCLOSING MY PERSONAL BUSINESS WHICH IS USED AS A SWEEP ACCOUNT FOR SAI DEPOSITS, FIXED INSURANCE DEPOSITS AND ADDITIONAL BUSINESS EXPENSES. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2003 ADDRESS: 144 GREENWOOD PLACE, BREAUX BRIDGE LA 70517 DESCRIPTION: DISCLOSING MY PERSONAL BUSINESS WHICH IS USED AS A SWEEP ACCOUNT FOR SAI DEPOSITS, FIXED INSURANCE DEPOSITS AND ADDITIONAL BUSINESS EXPENSES. CLINT C. LAVIOLETTE POSITION: Manager - Owner NATURE: Financial Advisory Solutions, LLC is an LLC set up to protect me against liability and for tax purposes. All SAI, SAA and Fixed Index Annuity business are paid directly to me, Clint C. Laviolette. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/21/2003 ADDRESS: 144 Greenwood Place, Breaux Bridge LA 70517 DESCRIPTION: Financial Advisory Solutions, LLC is an LLC set up to protect me against liability and for tax purposes. All SAI, SAA and Fixed Index Annuity business are paid directly to me, Clint C. Laviolette. CLINT C. LAVIOLETTE DBA RETIREMENT RESOURCES OF LA., INC. POSITION: Agent - Financial Advisor NATURE: INSURANCE AGENT - SALES - INVESTMENT RELATED - START DATE: 11/1991 - LOCATED AT 1007 ST JOHN STREET LAFAYETTE LA 70501 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 11/01/1991 ADDRESS: 1007 St. John Street, Lafayette LA 70501 DESCRIPTION: Although it as a very small part of our business model, in Financial Planning I occasionally recommend Equity Index Annuities and Fixed Annuities. Generally by request I quote Term Life Insurance if I determine it is needed for the client. INSURANCE POSITION: Financial Advisor NATURE: I sell Insurance Products such as EIA's. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/15/2003 ADDRESS: 1007 St. John Street, Lafayette LA 70501 DESCRIPTION: Insurance and EIA's LAKES ON THE TECHE HOA BOARD OF DIRECTORS POSITION: President NATURE: I am the President of the HOA in my subdivision. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2022 ADDRESS: 144 Greenwood Place, Breaux Bridge LA 70517 DESCRIPTION: My responsibilities are as follows:1. Oversee HOA Meetings Quarterly2. Assist with concerns regarding our subdivision.3. Make decisions on behalf of the HOA and our subdivision.

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