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Todd Farrell Lambert

SUMMIT FINANCIAL WEALTH ADVISORS, LLC·LAFAYETTE, Louisiana
Unclaimed Profile
1021 E. ST. MARY BLVD., LAFAYETTE, LA 70503CRD# 2443098Firm CRD# 171278
01

About

Todd Farrell Lambert 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2443098
Firm CRD# 171278
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Farrell Lambert offer?
Todd Farrell Lambert specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.
What are Todd Farrell Lambert's credentials?
Todd Farrell Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Farrell Lambert located?
Todd Farrell Lambert 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 Todd Farrell Lambert charge for services?
Todd Farrell Lambert'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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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
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