Joel Robideaux (CRD# 4323336) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 4 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 | Feb 2020 - Current | 4 |
| 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 |
- LA
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Total Assets Under Management1,430MILLIONS
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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
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