Merrill
45yrs
Top advisor by experience in Baton Rouge
31yrs
Based in Baton Rouge, Louisiana, Eric Hefte is a fiduciary financial advisor with 31 years of industry experience. Eric has been with Cetera Investment Advisers since 2019; before that, Eric spent five years at Foresters Advisory Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 647 advisors with offices in Baton Rouge, and one of 561 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 13% by experience in Baton Rouge
Office8550 United Plaza Blvd Suite 108, Baton Rouge, LA 70809
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowCetera Investment Advisers LLCCurrent firm
- 2014 – 2019Foresters Advisory Services, LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Eric Hefte. Eric works from the Baton Rouge, LA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1995, about 31 years. Top 13% by experience in Baton Rouge.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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