Brady Broussard

Current Employers

Employment History

• 07/2008 → 02/2025
  Concourse Financial Group Securities Inc
  Lafayette, LA
• 08/2008 → 02/2025
  Concourse Financial Group Securities Inc
  Lafayette, LA
• 07/2010 → Present
  (Dba) Lifesource Financial Partners
  Layfayette, LA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Lafayette, LA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Brady Broussard At Camellia Advisory
  Lafayette, LA

Previous Registrations

• 2008-08-05 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA
  Birmingham, AL
• 1997-05-30 → 2005-12-31
  Osaic Fa, Inc.
  Lafayette, LA
  Layfayette, LA

Other Businesses

(dba) LIFESOURCE FINANCIAL PARTNERS; Investment Related; 1720 Kaliste Salom Road, Ste D-9, Lafayette, LA 70508; Financial Services; Associate; Start Date 07/2010; No hours per month; Doing business as name. >> BRADY BROUSSARD, CLU, CHFC; Investment Related; 1720 Kaliste Salom Road, Ste D-9, Lafayette, LA 70508; Insurance Sales; Agent; Start Date 01/1984; 20 hours per month with 10 hours per month during trading hours; Sales and service of fixed insurance products with varied insurance carriers. >> BRADY BROUSSARD (INSTRUCTOR); Non-Investment Related; Lafayette, LA 70508; Educational; Retirement Planning Instructor; Start Date 03/2020; 2 hours per month with no hours per month during trading hours; I teach a Retirement Planning course at the local university twice a year - two six hour courses in the spring and two six hour courses in the fall. >> BRADY BROUSSARD FINANCIAL LLC; Investment Related; 1720 Kaliste Saloom Road, Ste D-9, Lafayette, LA 70508; Insurance; Agent/Co-Owner; Start Date 11/2020; 5 hours per month with those 5 hours per month occurring during trading hours; Sales and service of fixed insurance products. >> POWER OF ATTORNEY (POA); Non-Investment Related; Lafayette, LA; Other; Power of Attorney; Start Date 08/2000; No hours per month; Power of Attorney for my spouse and for my step-mother. >> BROUSSARD TESTAMENTARY TRUST; Non-Investment Related; Residence; Trust; Trustee; Start Date 07/2022; No hours per month with no hours per month during trading hours; Trustee of this trust that was created at the time of my father's death. NAME OF OTHER BUSINESS: BRADY BROUSSARD AT CAMELLIA ADVISORY INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2008-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-05-27

Designations