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 11 - 14 of 14 top financial advisors.
11
Alida C. Villien
CRD#: 1816950
1021 E. St. Mary Blvd., Lafayette, LA 70503

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.

12
Christopher P. Breaux
CRD#: 7443000
1021 E. St. Mary Blvd., Lafayette, LA 70503

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.

13
Wesley A. Gautreaux
CRD#: 5672768
1021 E. St. Mary Blvd., Lafayette, LA 70503

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.

14
Joel C. Robideaux
CRD#: 4323336
1021 E. St. Mary Blvd., Lafayette, LA 70503

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.

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