Joel Robideaux, financial advisor Lafayette LA

Joel Robideaux

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joel C. Robideaux
Phone Number: 337-232-1141
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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