Julien Louis Lahiere

Current Employers

Employment History

• 03/1998 → 08/2021
  Compass Bank
  Huntsville, AL
• 10/2010 → 08/2021
  Bbva Wealth Solutions Inc
  Huntsville, AL
• 05/2013 → 08/2021
  Bbva Securities Inc
  Huntsville, AL
• 03/1998 → 08/2021
  Bbva Compass Insurance Agency Inc.
  Austin, TX
• 08/2021 → Present
  Cb&S Bank
  Huntsville, AL
• 08/2021 → 02/2025
  Concourse Financial Group Securities Inc
  Huntsville, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Huntsville, AL
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Altx, Llc
  Huntsville, AL

Previous Registrations

• 2021-08-06 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Huntsville, AL
  Birmingham, AL
  Huntsville, AL
  Birmingham, AL
• 2010-10-15 → 2021-08-06
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
  Huntsville, AL
• 2010-04-07 → 2010-10-15
  St Johns Wealth Management
  Huntsville, AL
• 2002-05-23 → 2010-03-16
  Bbva Compass Investment Solutions, Inc
  Madison, AL
  Huntsville, AL
  Huntsville, AL
  Huntsville, AL
  Huntsville, AL
  Huntsville, AL

Other Businesses

(dba) CB&S FINANCIAL SERVICES; Investment Related; 521 Madison Street SE, Huntsville, AL 35801; Financial Services; Financial Professional; Start Date 08/2021; 160 hours, more or less, per month with the majority of hours per month taking place during trading hours; Offer insurance, investment and securities products and services to CB&S customers. >> PERSONAL REPRESENTATIVE; Non-Investment Related; Hampton Cove, AL; Other; Personal Representative; Start Date 03/2024; 10 hours per month with no hours per month occurring during trading hours; Personal Representative of my mother's estate. NAME OF OTHER BUSINESS: ALTX, LLC; INVESTMENT RELATED: NO; ADDRESS: 601 CLEERMONT DR, HUNTSVILLE, AL 35801; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL FUNDING FOR OPERATIONS RENOVATIONS, IMPROVEMENTS FOR RENTAL PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-18
• S63 Uniform Securities Agent State Law Examination
  1995-03-27