PA
Paul Arceneaux
CETERA INVESTMENT ADVISERS LLC
THIBODAUX, LA 70301
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CRD#: 7983776
PA
Professional summary
Paul Arceneaux, who also goes by Paul Bradley Arceneaux, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Thibodaux, Louisiana.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Paul has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Bradley Arceneaux
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) BUREAU OF OCEAN ENERGY MANAGEMENT POSITION: Advisor NATURE: Advise the Bureau of Ocean Energy Management, a government entity, on its regulatory rights and obligations to enforce operating activities on government land leases operated by offshore oil and gas companies. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/29/2015 ADDRESS: 1201 Elmwood Park Boulevard, New Orleans LA 70123 DESCRIPTION: Advise management on their rights against oil and gas industry lease holders who have filed bankruptcy and are at risk of defaulting on their obligations under their government granted leased land operating activities. Review newly proposed regulations for its impact to the government and its interest in the offshore oil and gas industry. Review legal documents and filings submitted by oil and gas industry lease holders for thoroughness and compliance with regulations. 2) ESTATE LAW & FINANCIAL SERVICES OF LOUISIANA, LLC POSITION: Member NATURE: The consultation of individual clients regarding their estate planning matters. Activities include drafting, executing, and filing Wills, Trusts, Powers of Attorney, Healthcare Directives, and Probate documents. INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 40 START DATE: 09/11/2020 ADDRESS: 405 W 3rd St, Suite C, Thibodaux LA 70301 DESCRIPTION: As the Member and sole practitioner of the estate planning law office, I handle all aspects of the business, including client intake, consultation, plan development, execution, and client representation. I will be a referring representative for Avantax related financial and wealth management services. 3) ARCENEAUX ESTATE PLANNING POSITION: Member NATURE: The consultation of individual clients regarding their estate planning matters. Activities include drafting, executing, and filing Wills, Trusts, Powers of Attorney, Healthcare Directives, and Probate documents. INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 40 START DATE: 09/11/2020 ADDRESS: 405 W 3rd St, Suite C, Thibodaux LA 70301 DESCRIPTION: As the Member and sole practitioner of the estate planning law office, I handle all aspects of the business, including client intake, consultation, plan development, execution, and client representation. I will be a referring representative for Avantax related financial and wealth management services. 4) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Agent NATURE: Avantax Insurance Entities for selling Avantax approved Insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2025 ADDRESS: 405 W 3rd St, Thibodaux LA 70301, United States DESCRIPTION: Offer and sale of insurance products through Avantax Insurance Entities that are approved through Avantax featuredpartners
CRS (Client Relationship Summary) - RIA
Click below to view Paul Arceneaux'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 406 W. 3rd Street, Thibodaux, LA 70301RIA
CRD#: 105644
THIBODAUX, LA
Past
September 27, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Thibodaux, 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".
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.Highlighted states indicate IAR registrations
IAR
Louisiana(9/5/2025)
Exams
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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Thibodaux, LA 70301TRUST BUT VERIFY
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