Kaitlyn Elise Leblanc
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cetera Investment Advisers LLCNov 2022 to now
- Cetera Investment Services LLCNov 2022 to now
- Hancock Whitney BankNov 2022 to now
- Bank of America, N.A.Apr 2021 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to Nov 2022
- Edward JonesApr 2018 to Feb 2021
- Mississippi Department of Banking and Consumer FinanceJun 2017 to Dec 2017
- The First, A National Banking AssociationJan 2017 to Apr 2017
- LPL FinancialSep 2015 to Jan 2017
- Data-tel of Louisiana, Inc.May 2010 to Feb 2021
- Full-time StudentApr 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6566625
- Firm CRD
- 105644