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.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 2689932
Lifemark Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | Lafayette, LA | Apr 2014 - Current | 10 |
| Cetera Advisor Networks LLC | Lafayette, LA | Sep 2019 - Feb 2024 | 4 |
| Summit Brokerage Services Inc. | Lafayette, LA | Mar 2014 - Sep 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- LA
- TX
-
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
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