GB
Gerald A. Beaullieu
CETERA INVESTMENT ADVISERS LLC
NEW ORLEANS, LA 70123
Some features on this profile are disabled
CRD#: 4051518
GB
Professional summary
Gerald Alphonse Beaullieu IV, AIF®, who also goes by Beau Beaullieu, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in New Orleans, Louisiana and CETERA WEALTH SERVICES, LLC located in New Iberia, Louisiana.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gerald has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Beau Beaullieu
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.
1) ACADIANA HEALTH BENEFITS, LLC POSITION: MEMBER NATURE: HEALTH INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 DESCRIPTION: Refer prospects 2) GABIV, INC POSITION: OWNER NATURE: HOLDING COMPANY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 DESCRIPTION: HOLDING COMPANY FOR COSOURCE 3) HARRISON FINANCIAL POSITION: Agent NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 2/28/2007 DESCRIPTION: Health insurance sales 4) COSOURCE FINANCIAL GROUP, LLC POSITION: MANAGING PARTNER NATURE: CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2001 ADDRESS: Lafayette LA 70505, United States DESCRIPTION: NON FIDUCIARY CONSULTING SERVICES. PROVIDES NON-FIDUCIARY CONSULTING SERVICES TO CORPORATIONS. RFP/VENDOR MANAGEMENT, PLAN DESIGN, PLAN INSTALLATION, PARTICIPANT EDUCATION, PLAN REVIEW/COST ANALYSIS 5) CRUMP (FORMALLY BISYS INSURANCE SERVICES) POSITION: MANAGING GENERAL AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 2/28/2007 DESCRIPTION: FIXED INS SALES 6) MAIN REP, LLC POSITION: MANAGING PARTNER NATURE: REAL ESTATE HOLDING COMPANY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2011 ADDRESS: New Iberia LA United States DESCRIPTION: PROPERY MAINTENANCE 7) SPH CONTRACTORS, INC. POSITION: BOOKEEPER NATURE: BOOKEEPING INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2008 ADDRESS: Lafayette LA United States DESCRIPTION: LIGHT CONSTRUCTION COMPANY 8) CATHOLIC HIGH SCHOOL ENDOWMENT BOARD POSITION: Sacred Hearth of Jesus Catholic Church's representative on the endowment board NATURE: oversees endowment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 1301 DeLasalle Dr, New Iberia LA DESCRIPTION: ENDOWMENT MEETINGS 9) JACKSON NATIONAL LIFE INSURANCE COMPANY POSITION: Agent NATURE: Jason Dickerson is part of our firm. He & his brother Marcus have a grandfathered agreement with a contract that they hold with Jackson National outside of the scope of Avantax for fixed insurance products. We refer prospects to Jason and would like to participate in arrangement. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/21/2019 ADDRESS: PO Box 26247, Lansing MI 48909 DESCRIPTION: Ins referral 10) KIWANIS CLUB OF NEW IBERIA POSITION: member NATURE: civic INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2007 ADDRESS: 3636 Woodview Tr, New Iberia LA 46268 DESCRIPTION: volunteer 11) IBERIA REPUBLICAN EXECUTIVE COMMITTEE POSITION: Member NATURE: discuss current events and promote the Republican Party in Iberia Parish. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 4109 Walnut Dr, New Iberia LA 70563 DESCRIPTION: meetings & promote republican party 12) LOUISIANA LEGISLATURE POSITION: State Representative NATURE: State Rep INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/13/2020 ADDRESS: 152 West Main Street, New Iberia LA 70560, United States DESCRIPTION: Represent District 48 14) IBERIA CULTURAL & ARTS SOCIETY POSITION: Board Member NATURE: Volunteer Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 312 Marie Street, New Iberia LA 70563
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Alphonse Beaullieu IV's 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®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 880 W. Commerce Road Suite 404, New Orleans, LA 70123Office #2: 91 Settlers Trace Blvd Building 1, Lafayette, LA 70508Office #3: 152 West Main Street, New Iberia, LA 70560RIA
CRD#: 105644
NEW ORLEANS, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 152 West Main Street, New Iberia, LA 70560Office #2: 91 Settlers Trace Blvd. Building 1, Lafayette, LA 70508Office #3: 880 W. Commerce Road Suite 404, New Orleans, LA 70123BD
CRD#: 13572
NEW IBERIA, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LAFAYETTE, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NEW IBERIA, LA
Past
March 8, 2007 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
NEW IBERIA, LA
Past
March 8, 2007 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
NEW IBERIA, LA
Past
December 7, 2006 - March 16, 2007
OSAIC FS, INC.
RIA
CRD#: 3870
LAFAYETTE, LA
Past
June 11, 2003 - March 16, 2007
OSAIC FS, INC.
BD
CRD#: 3870
LAFAYETTE, LA
Past
July 16, 2001 - May 21, 2003
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
December 22, 1999 - July 26, 2001
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Alabama(9/18/2025)
RR
Arkansas(9/18/2025)
RR
Louisiana(9/5/2025)
IAR
Louisiana(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644New Orleans, LA 70123TRUST BUT VERIFY
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