Joel RobideauxCRD Number: 4323336
Current Firm: Summit Financial Wealth Advisors
Joel Robideaux (CRD# 4323336) 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.
Vermilion Asset Management, LLC
Lifemark Securities Corp.
Advantage Wealth Management, LLC
|Summit Financial Wealth Advisors||Lafayette, LA||Feb 2020 - Current||2|
|Lafayette Consolidated Government||Layfayette, LA||Jan 2016 - Jan 2020||4|
|Robideaux And Company||Lafayette, LA||Jan 1996 - Sep 2016||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management1,292MILLIONS
Total Number of Accounts2,042ACCOUNTS
Average Account Value$632,638
- 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)
AL, AR, CO, FL, GA, LA, MO, MS, NM, OK, TN, TX, VA
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