SUMMIT FINANCIAL WEALTH ADVISORS, LLC

SUMMIT FINANCIAL WEALTH ADVISORS
LAFAYETTE, Louisiana·8 registered advisors·CRD# 171278
SEC# 801-796864337-232-1141
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT FINANCIAL WEALTH ADVISORS, LLC

8 registered advisors
Charles Louis Ray
LAFAYETTE, Louisiana
David Russell Daniel
LAFAYETTE, Louisiana
Douglas William Daniel
LAFAYETTE, Louisiana
Lena Satge Ormond
LAFAYETTE, Louisiana
Michael Edward Pharr
LAFAYETTE, Louisiana
Suzette Broussard
LAFAYETTE, Louisiana
Todd Farrell Lambert
LAFAYETTE, Louisiana
Wesley Adam Gautreaux
LAFAYETTE, Louisiana
05

Office Locations

LAFAYETTE, Louisiana
8 advisors

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL WEALTH ADVISORS, LLC (CRD# 171278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.