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Fred George Werner

SUMMIT FINANCIAL OF LOUISIANA INC.·LAFAYETTE, Louisiana
Clean recordSUMMIT FINANCIAL OF LOUISIANA INC.
326 HEYMANN BLVD, LAFAYETTE, LA 70503CRD# 830196Firm CRD# 152049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Fred George Werner · LAFAYETTE, LA
Registration
CRD #830196 · SUMMIT FINANCIAL OF LOUISIANA INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Fred George Werner is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with SUMMIT FINANCIAL OF LOUISIANA INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT FINANCIAL OF LOUISIANA INC.
SUMMIT FINANCIAL WEALTH ADVISORS
AUM
$360M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SUMMIT FINANCIAL OF LOUISIANA INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 830196
Firm CRD# 152049
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Fred George Werner offer?
Fred George Werner specializes in Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.
What are Fred George Werner's credentials?
Fred George Werner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fred George Werner located?
Fred George Werner is based in LAFAYETTE, Louisiana, working with SUMMIT FINANCIAL OF LOUISIANA INC.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Fred George Werner charge for services?
Fred George Werner's firm is compensated through percentage of aum, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL OF LOUISIANA INC.?
SUMMIT FINANCIAL OF LOUISIANA INC. has approximately 8 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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