Catherine Anne Boudreaux
Investment Adviser Representative at Summit Financial Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Catherine Anne Boudreaux is an investment adviser representative with Summit Financial Wealth Advisors in Lafayette, LA, where they have been registered since 2024. They have worked in the securities industry since 2008 and have been registered with 3 firms, including Cetera Investment Advisers LLC and Cambridge Investment Research Advisors, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Louisiana.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana
- Broker:
1 state or territory
Louisiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Partners OF Louisiana, LLCJul 2007 – Sep 2023Lafeyette, LA
- Cambridge Investment Research Advisors, Inc.Oct 2011 – Sep 2023Fairfield, IA
- Catherine Boudreaux - NotaryJan 2011 – no end date reportedLafayette, LA
- Cetera Advisor Networks LLCSep 2023 – Feb 2024El Segundo, CO
- Cetera Investment Advisers LLCSep 2023 – Nov 2023Schaumburg, IL
- Summit Financial Wealth AdvisorsOct 2023 – no end date reportedLafayette, LA
- Summit Financial Wealth AdvisorsOct 2023 – no end date reportedLafayette, LA
- Purshe Kaplan Sterling InvestmentsFeb 2024 – no end date reportedAlbany, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Financial Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.0125
- Equity & Mutual Fund - First $250,0001.25%
- Equity & Mutual Fund - Next $750,0001.00%
- Equity & Mutual Fund - Over $1,000,0000.95%
- Fixed Income - First $250,0000.65%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Lafayette, LA
- SEC file number:
- 801-79686
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Summit Financial Wealth Advisors
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Catherine Anne Boudreaux has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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