Brian J. Dubreuil

KESTRA ADVISORY SERVICES

Baton Rouge, LA 70808

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CRD#: 2393569

Professional summary

Brian Joseph Dubreuil, who also goes by Brian Joseph Dubreuil, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Baton Rouge, Louisiana and KESTRA INVESTMENT SERVICES, LLC located in Baton Rouge, Louisiana.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Brian has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Joseph Dubreuil

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BDMM, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2022 ADDRESS: 1895 E Lakeshore Dr., Baton Rouge LA 70808, United States DESCRIPTION: Communicate with my property manager. Name: SOUND WEALTH MANAGEMENT POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/30/2024 ADDRESS: 1895 E Lakeshore Dr, Baton Rouge LA 70808, United States DESCRIPTION: Fixed Insurance Name: CENTURA ADVISORS POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/02/2025 ADDRESS: 6421 Perkins Rd., Unit 1A, Baton Rouge LA 70808, United States DESCRIPTION: Financial Advisor and Insurance Specialist

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Dubreuil's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 17, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 6421 Perkins Road Building C Suite B, Baton Rouge, LA 70808

RIA

CRD#: 283330

Baton Rouge, LA

Current

June 17, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 6421 Perkins Rd. Building C, Suite B, Baton Rouge, LA 70808

CRD#: 42046

Baton Rouge, LA

Past

June 13, 2023 - June 16, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Baton Rouge, LA

Past

May 22, 2023 - June 16, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Baton Rouge, LA

Past

February 8, 2021 - May 4, 2023

SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319

HARTFORD, CT

Past

December 28, 2015 - February 4, 2021

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

January 4, 2013 - December 23, 2015

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

May 13, 1996 - January 2, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

METAIRIE, LA

Past

September 13, 1995 - April 10, 1996

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

September 1, 1994 - July 12, 1995

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

October 6, 1993 - September 1, 1994

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

CRD#: 414

NEW ORLEANS, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/17/2025)

Florida
(6/17/2025)

Louisiana
(6/17/2025)

IAR

Louisiana
(6/17/2025)

Mississippi
(6/17/2025)

Texas
(6/17/2025)

IAR

Texas
(6/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/15/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian J. Dubreuil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Dubreuil's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SAYBRUS EQUITY SERVICES, LLC

COREBRIDGE CAPITAL SERVICES, INC.

PRUCO SECURITIES, LLC.

HIMCO DISTRIBUTION SERVICES COMPANY

NYLIFE SECURITIES LLC

LEGG MASON WOOD WALKER, INCORPORATED

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2023

Series 63

Date: 10/15/1993

SIE

Date: 10/1/2018

Series 7

Date: 10/5/1993

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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