A Baton Rouge, Louisiana-based team that had managed $327 million at LPL Financial is affiliating with Summit Financial Networks, a unit of Cetera Advisor Networks, Cetera announced Thursday.
Hays Breard Financial Group is led by Michael Breard and Ray Hays, both with 20 years of experience. They had been affiliated with LPL since 2009.
Cetera noted that the firm is best known in Baton Rouge for “its annual 1,500-pound crawfish boil – a unique client appreciation event.”
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The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
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From direct lending to asset-based finance to commercial real estate debt.
