Wesley Gautreaux (CRD# 5672768) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 3 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 | Lafayette, LA | May 2020 - Current | 3 |
| Broad Point Energy | New Iberia, LA | May 2019 - Apr 2020 | < 1 |
| Frac-chem ( Subsidiary Of Koch Industries) | Lafayette, LA | Nov 2014 - Apr 2019 | 4 |
| Koch Minerals (subsidiary Of Koch Industries) | Houston, TX | Jan 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 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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