SUMMIT FINANCIAL WEALTH ADVISORS, LLC of LAFAYETTE, LA is an SEC-registered investment adviser (CRD 171278). Regulatory assets under management: $1.8B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Daniel R Russell | MANAGING PARTNER | Vancouver, WA |
| David Russell Daniel | MANAGING PARTNER | — |
| Suzette Broussard | CHIEF COMPLIANCE OFFICER/PARTNER | — |
| Todd Farrell Lambert | PARTNER | — |
| Michael Edward Pharr | PARTNER | — |
| Wesley Adam Gautreaux | PARTNER/BUSINESS DEVELOPMENT | — |
| Charles Louis Ray | PARTNER | — |
| Douglas William Daniel | CONTROLLER/PARTNER | — |
| Lena Satge Ormond | IAR/PARTNER | — |
| RAY CHARLES LOUIS | PARTNER | — |
| BROUSSARD SUZETTE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PARTNER | — |
| LAMBERT TODD FARRELL | PARTNER | — |
| PHARR MICHAEL EDWARD | PARTNER | — |
| DANIEL KYLE WILLIAM | CONTROLLER/PARTNER | — |
| HEBERT MILISSA BROUSSARD | CHIEF COMPLIANCE OFFICER | — |
| GAUTREAUX WESLEY ADAM | PARTNER/BUSINESS DEVELOPMENT | — |
| Ormond Lena Satge | IAR/PARTNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MONROE | LA | 2 | 318-323-3752 |
| RUSTON | LA | 1 | 318-255-0035 |
| METAIRIE | LA | 1 | 504-324-3282 |
| — | — | 1 | 337-278-4123 |
| LAFAYETTE | LA | 0 | 337-232-1141 |