Unclaimed Profile

Suzette Broussard

SUMMIT FINANCIAL WEALTH ADVISORS, LLC·LAFAYETTE, Louisiana

SIE, Series 7, Series 9, Series 10, Series 65, Series 66Clean record20 years registeredSUMMIT FINANCIAL WEALTH ADVISORS, LLC

1021 E. ST. MARY BLVD., LAFAYETTE, LA 70503CRD# 2625244Firm CRD# 171278

Profile Verification

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

Identity

Suzette Broussard · LAFAYETTE, LA

Registration

CRD #2625244 · 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

May 2010 – May 2014

LAFAYETTE, LA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2006 – May 2010

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 65

Series 66

Registration record

First registered · February 21, 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 Suzette Broussard offer?

Suzette Broussard specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are Suzette Broussard's credentials?

Suzette Broussard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzette Broussard located?

Suzette Broussard 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 Suzette Broussard charge for services?

Suzette Broussard'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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