Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • LA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

152 W. Main St, New Iberia, LA 70560 • 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
Walk'ONs Sports Bistreaux And Bar Broussard LA 06/2020 12/2022
Unemployed New Iberia LA 05/2013 05/2020
Raymond James Financial Services Inc Breaux Bridge LA 08/2022 03/2023
Corner Bar Youngsville LA 02/2023 11/2023
J.P. Morgan Securities Llc Lafayette LA 05/2023 05/2024
Jpmorgan Chase Bank, N.A. Lafayette LA 05/2023 05/2024
Avantax Investment Services, Inc. New Iberia LA 06/2024 09/2025
Avantax Advisory Services New Iberia LA 06/2024 09/2025
Cosource Financial Group, Llc New Iberia LA 05/2024 Present
Avantax Insurance Agency Llc Associate Financial Representative. LA 06/2024 09/2025
Cetera Wealth Services, Llc New Iberia LA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 06/2020 → 12/2022
    Walk'ONs Sports Bistreaux And Bar
    Broussard, LA
  • 05/2013 → 05/2020
    Unemployed
    New Iberia, LA
  • 08/2022 → 03/2023
    Raymond James Financial Services Inc
    Breaux Bridge, LA
  • 02/2023 → 11/2023
    Corner Bar
    Youngsville, LA
  • 05/2023 → 05/2024
    J.P. Morgan Securities Llc
    Lafayette, LA
  • 05/2023 → 05/2024
    Jpmorgan Chase Bank, N.A.
    Lafayette, LA
  • 06/2024 → 09/2025
    Avantax Investment Services, Inc.
    New Iberia, LA
  • 06/2024 → 09/2025
    Avantax Advisory Services
    New Iberia, LA
  • 05/2024 → Present
    Cosource Financial Group, Llc
    New Iberia, LA
  • 06/2024 → 09/2025
    Avantax Insurance Agency Llc
    Associate Financial Representative., LA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    New Iberia, LA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2024-10-14 → 2025-09-05
    Avantax Advisory Services
    New Iberia, LA
    Dallas, TX
Other Businesses

1) COSOURCE FINANCIAL GROUP LLC POSITION: Associate Financial Representative NATURE: Provide financial planning services for business and individual clients. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 05/20/2024 ADDRESS: 152 West Main Street, New Iberia LA 70560, United States DESCRIPTION: Running reports and researching mutual funds for plans. Conduct employee enrollment meetings for current 401k plans. Traveling to meet on site with business. Maintain common pages/reports.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-12
  • S66 Uniform Combined State Law Examination
    2024-10-12
Other Names
  • Chase Buteaux
  • Chase Robert Buteaux

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Iberia, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor