Unclaimed Profile

David Russell Daniel

SUMMIT FINANCIAL WEALTH ADVISORS, LLC·LAFAYETTE, Louisiana

SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record20 years registeredSUMMIT FINANCIAL WEALTH ADVISORS, LLC

1021 E. ST. MARY BLVD., LAFAYETTE, LA 70503CRD# 1748101Firm CRD# 171278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Russell Daniel · LAFAYETTE, LA

Registration

CRD #1748101 · SUMMIT FINANCIAL WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL WEALTH ADVISORS

May 2014 – present

SUMMIT FINANCIAL WEALTH ADVISORS

Sep 2010 – May 2014

LAFAYETTE, LA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2006 – Sep 2010

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · February 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD 171278 · SEC 801-79686

AUM

$1.4B

Regulatory assets under management

Employees

2,455 client accounts

Services offered by SUMMIT FINANCIAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT FINANCIAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Russell Daniel offer?

David Russell Daniel specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are David Russell Daniel's credentials?

David Russell Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Russell Daniel located?

David Russell Daniel is based in LAFAYETTE, Louisiana, working with SUMMIT FINANCIAL WEALTH ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does David Russell Daniel charge for services?

David Russell Daniel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL WEALTH ADVISORS, LLC?

SUMMIT FINANCIAL WEALTH ADVISORS, LLC has approximately 20 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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