AdvisorOS Directory
Claim Profile
DD

Douglas William Daniel

SUMMIT FINANCIAL WEALTH ADVISORS, LLC·LAFAYETTE, Louisiana
Unclaimed Profile
1021 E. ST. MARY BLVD., LAFAYETTE, LA 70503CRD# 6309206Firm CRD# 171278
01

About

Douglas William Daniel is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with SUMMIT FINANCIAL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
SUMMIT FINANCIAL WEALTH ADVISORS
AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SUMMIT FINANCIAL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6309206
Firm CRD# 171278
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAFAYETTE?

Browse all registered financial advisors in LAFAYETTE, Louisiana or claim this profile if it's yours.

Browse LAFAYETTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Douglas William Daniel offer?
Douglas William Daniel specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.
What are Douglas William Daniel's credentials?
Douglas William Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas William Daniel located?
Douglas William 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 Douglas William Daniel charge for services?
Douglas William 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAFAYETTE
Charles Louis Ray — SUMMIT FINANCIAL WEALTH ADVISORS, LLCElizabeth Alciatore Gossen — AHRENS INVESTMENT PARTNERS, LLCSuzette Broussard — SUMMIT FINANCIAL WEALTH ADVISORS, LLCDavid Russell Daniel — SUMMIT FINANCIAL WEALTH ADVISORS, LLCBenjamin Brookshire Blanchet — WESTGATE ENERGY PARTNERS, LLC
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile