Summit Financial Wealth Advisors

Summit Financial Wealth Advisors (CRD# 171278) is a financial advisory firm headquartered in Lafayette, LA. They manage $1,430,463,689 in 2,455 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,430
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Summit Financial Wealth Advisors
Showing 1 - 10 of 14 top financial advisors.
1
Catherine A. Boudreaux
CRD#: 5386329
1021 E. St. Mary Blvd., Lafayette, LA 70503

Catherine Boudreaux (CRD# 5386329) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 12 years of experience in the finance industry.

2
Suzette Broussard
CRD#: 2625244
1021 E. St. Mary Blvd., Lafayette, LA 70503

Suzette Broussard (CRD# 2625244) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 24 years of experience in the finance industry.

3
Toni C. Crawford
CRD#: 5716887
1021 E. St. Mary Blvd., Lafayette, LA 70503

Toni Crawford (CRD# 5716887) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 13 years of experience in the finance industry.

4
David R. Daniel
CRD#: 1748101
1021 E. St. Mary Blvd., Lafayette, LA 70503

David Daniel (CRD# 1748101) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 36 years of experience in the finance industry.

5
Douglas W. Daniel
CRD#: 6309206
1021 E. St. Mary Blvd., Lafayette, LA 70503

Douglas Daniel (CRD# 6309206) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 6 years of experience in the finance industry.

6
Paul G. Guidry
CRD#: 1721250
433 Metairie Road, Suite 501, Metairie, LA 70005

Paul Guidry (CRD# 1721250) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Metairie, LA and has over 31 years of experience in the finance industry.

7
Todd F. Lambert
CRD#: 2443098
1021 E. St. Mary Blvd., Lafayette, LA 70503

Todd Lambert (CRD# 2443098) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 30 years of experience in the finance industry.

8
Lena S. Ormond
CRD#: 6700395
1890 Hudson Circle, Suite 1, Monroe, LA 71201

Lena Ormond (CRD# 6700395) 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.

9
Michael E. Pharr
CRD#: 2510335
1021 E. St. Mary Blvd., Lafayette, LA 70503

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.

10
Charles L. Ray
CRD#: 1836197
1890 Hudson Circle, Suite 1, Monroe, LA 71201

Charles Ray (CRD# 1836197) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Monroe, LA and has over 35 years of experience in the finance industry.

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