Summit Financial Wealth Advisors
Summit Financial Wealth Advisors (CRD# 171278) is a financial advisory firm headquartered in Lafayette, LA. They manage $1,430,463,689 in 2,455 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,430MILLION
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Total Number of Accounts2,455ACCOUNTS
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Average Account Value$582,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, CO, FL, GA, LA, MO, MS, NM, OK, TN, TX, VA
Catherine Boudreaux (CRD# 5386329) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 12 years of experience in the finance industry.
Suzette Broussard (CRD# 2625244) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 24 years of experience in the finance industry.
Toni Crawford (CRD# 5716887) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 14 years of experience in the finance industry.
David Daniel (CRD# 1748101) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 36 years of experience in the finance industry.
Douglas Daniel (CRD# 6309206) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 6 years of experience in the finance industry.
Paul Guidry (CRD# 1721250) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Slidell, LA and has over 31 years of experience in the finance industry.
Todd Lambert (CRD# 2443098) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 30 years of experience in the finance industry.
Lena Ormond (CRD# 6700395) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 7 years of experience in the finance industry.
Michael Pharr (CRD# 2510335) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 29 years of experience in the finance industry.
Charles Ray (CRD# 1836197) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 36 years of experience in the finance industry.