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).
-
Total Assets Under Management1,430MILLION
-
Total Number of Accounts2,455ACCOUNTS
-
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
Alida Villien (CRD# 1816950) 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.
Christopher Breaux (CRD# 7443000) 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.
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.
Joel Robideaux (CRD# 4323336) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 4 years of experience in the finance industry.