Michael Pharr, financial advisor Lafayette LA

Michael Pharr

CRD Number: 2510335
Current Firm: Summit Financial Wealth Advisors

Michael Pharr (CRD# 2510335) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 29 years of experience in the finance industry. Michael Pharr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dtm Investment Properties, LLC Lafayette, LA Oct 2020 - Current 3
Cetera Advisor Networks LLC Lafayette, LA Sep 2019 - Current 4
Summit Financial Wealth Advisors, LLC Lafayette, LA Apr 2014 - Current 9
Summit Brokerage Services, Inc. Lafayette, LA Feb 2014 - Sep 2019 5
Summit Financial Wealth Advisors Lafayette, LA Feb 2006 - Apr 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Michael E. Pharr
Phone Number: 337-232-1141
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,430
    MILLIONS
  • Total Number of Accounts
    2,455
    ACCOUNTS
  • Average Account Value
    $582,674
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

AL, AR, CO, FL, GA, LA, MO, MS, NM, OK, TN, TX, VA

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