William Breaux, financial advisor Monroe LA

William Breaux

CRD Number: 6838369
Current Firm: Valic Financial Advisors, Inc.

William Breaux (CRD# 6838369) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Monroe, LA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current 1
Valic Financial Advisors, Inc. Baton Rouge, LA Aug 2017 - Current 6
Louisiana Tech University Ruston, LA May 2017 - Aug 2017 < 1
Lambright Sports And Wellness Center Ruston, LA Aug 2015 - May 2017 1
Loftin, Cain, & Leblanc LLC Lake Charles, LA Jun 2016 - Sep 2016 < 1
Billy Navarre Chevorlet Lake Charles, LA Jun 2015 - Aug 2015 < 1
Loftin, Cain, & Leblanc LLC Lake Charles, LA Jun 2015 - Aug 2015 < 1
Louisiana Tech University Ruston, LA Sep 2014 - May 2015 < 1
Billy Navarre Chevrolet LLC Lake Charles, LA Jun 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
S63 Uniform Securities State Law Examination Jun 2021
Contact Info for William T. Breaux
Phone Number: 866-544-4968
Registered State(s):
  • AR
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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