Christopher Breaux (CRD# 7443000) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 2 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 2689932
Lifemark Securities Corp.
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial Wealth Advisors | Lafayette, LA | Jul 2022 - Current | 1 |
| Cetera Advisor Networks LLC | Lafayette, LA | Jul 2022 - Feb 2024 | 1 |
| Unemployed | Lafayette, LA | Feb 2022 - Jul 2022 | < 1 |
| Parish Investment Advisors | Lafayette, LA | Oct 2021 - Feb 2022 | < 1 |
| Go Marine Services | Lafayette, LA | Sep 2019 - Oct 2021 | 2 |
| Apex Environmental Solutions | Lafayette, LA | Mar 2016 - Aug 2019 | 3 |
| Gibson Energy | Carencro, LA | Jul 2012 - Feb 2016 | 3 |
| Omni Energy | Carencro, LA | Jul 2012 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
-
Total Assets Under Management1,430MILLIONS
-
Total Number of Accounts2,455ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.