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Bobby Thibodeaux Jr.

Advisor at Cetera

Updated today

Location

La Grange, TX 78945

Credentials

Series 66

Industry experience

11 years

About

Bobby Thibodeaux Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked at Cetera and related entities since 2016, with prior experience at LPL Financial and National Bank & Trust. He is a member of the La Grange Noon Lions Club. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party managers, combining retirement and fiduciary capabilities with a broad advisory platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

124 S Washington St

La Grange, TX 78945

Most active in

Texas

Work history

Cetera

2021 - Present (5 years)

Cetera Investment Services Llc

2021 - Present (5 years)

Fayetteville Bank

2019 - Present (7 years)

LPL Financiall LLC

2019 - 2021 (2 years)

Cetera

2016 - 2019 (3 years)

Cetera Investment Services Llc

2016 - 2019 (3 years)

National Bank & Trust

2016 - 2019 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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