Summit Financial Wealth Advisors

Summit Financial Wealth Advisors (CRD# 171278) is a financial advisory firm headquartered in Lafayette, LA. They manage $734,739,874 in 1,416 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    735
    MILLION
  • Total Number of Accounts
    1,416
    ACCOUNTS
  • Average Account Value
    $518,884
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CO, FL, LA, MS, OK, TX

Financial Advisors at Summit Financial Wealth Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Michael E. Pharr
CRD#: 2510335
326 Heymann Blvd, Lafayette, LA 70503
96
Wealthminder
score

Michael Pharr (CRD# 2510335) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 21 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.

2
Nicholas C. Trappey
CRD#: 5538539
1890 Hudson Circle Ste 1, Monroe, LA 71201
96
Wealthminder
score

Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 7 years of experience in the finance industry. Nicholas Trappey 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.

3
Suzette Broussard
CRD#: 2625244
326 Heymann Blvd, Lafayette, LA 70503
93
Wealthminder
score

Suzette Broussard (CRD# 2625244) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 17 years of experience in the finance industry.

4
David R. Daniel
CRD#: 1748101
326 Heymann Blvd, Lafayette, LA 70503
93
Wealthminder
score

David Daniel (CRD# 1748101) 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.

5
Chase C. Kenner
CRD#: 5688669
326 Heymann Blvd, Lafayette, LA 70503
93
Wealthminder
score

Chase Kenner (CRD# 5688669) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 7 years of experience in the finance industry.

6
Alida V. Kirtley
CRD#: 1816950
326 Heymann Blvd, Lafayette, LA 70503
93
Wealthminder
score

Alida Kirtley (CRD# 1816950) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 17 years of experience in the finance industry.

7
Todd F. Lambert
CRD#: 2443098
326 Heymann Blvd, Lafayette, LA 70503
93
Wealthminder
score

Todd Lambert (CRD# 2443098) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 22 years of experience in the finance industry.

8
Charles L. Ray
CRD#: 1836197
1890 Hudson Circle, Suite 1, Monroe, LA 71201
93
Wealthminder
score

Charles Ray (CRD# 1836197) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 28 years of experience in the finance industry.

9
Kenneth G. Vines
CRD#: 2343438
1890 Hudson Circle Ste 1, Monroe, LA 71201
93
Wealthminder
score

Kenneth Vines (CRD# 2343438) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 21 years of experience in the finance industry.

10
Donna Wright
CRD#: 1809588
326 Heymann Blvd, Lafayette, LA 70503
93
Wealthminder
score

Donna Wright (CRD# 1809588) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 17 years of experience in the finance industry.

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