Gerald Paul Hebert

Current Employers

Employment History

• 09/2017 → 02/2018
  Spire Investment Partners
  Lafayette, LA
• 11/2015 → 10/2016
  Patriot Services Corporation
  Kenner, LA
• 10/2016 → 09/2017
  Unemployed
  Lafayette, LA
• 03/2018 → 04/2024
  Spire Investment Partners
  Lafayette, LA
• 04/2024 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2017-09-28 → 2024-04-04
  Spire Wealth Management, Llc
  Lafayette, LA
  Lafayette, LA
  Mclean, VA
  Lafayette, LA

Other Businesses

1. Mr. Hebert conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Coastal Capital Advisors. Mr. Hebert is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Hebert is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Hebert, as a fiduciary, will act in the client's best interest. 3. Mr. Hebert is a co-host of the Ragin Review Podcast. He devotes 0 hours per month to this activity during trading hours. 4. Mr. Hebert is a member of BNI Ragin Revenue Chapter and has a seat on the membership committee. He devotes 2-3 hours per month to this activity outside of trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-22

Other Names

• Gerald P Hebert
• Gerry Hebert