Alida KirtleyCRD Number: 1816950
Current Firm: Summit Financial Wealth Advisors
Alida Kirtley (CRD# 1816950) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 17 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Summit Finanical Wealth Advisors, LLC||Lafayette, LA||May 2014 - Current||3|
|Summit Brokerage Services||Lafayette, LA||Feb 2014 - Current||3|
|Wells Fargo Advisors Financial Network LLC||Lafayette, LA||May 2009 - Feb 2014||4|
|Wachovia Securities Financial Network, LLC||Lafayette, LA||Feb 2006 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management735MILLIONS
Total Number of Accounts1,416ACCOUNTS
Average Account Value$518,884
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CO, FL, LA, MS, OK, TX