Financial ADVSR advisor directory · SEC adviser records
Summit Financial Wealth Advisors financial advisors in Lafayette, LA
Every SEC-registered investment adviser representative at a Summit Financial Wealth Advisors office in Lafayette, A to Z.
The short answer
13 registered advisors work at Summit Financial Wealth Advisors in Lafayette, out of 16 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Summit Financial Wealth Advisors advisors in Lafayette, A to Z
Every Summit Financial Wealth Advisors advisor →- Catherine A. BoudreauxAlso a broker rep
- Christopher P. BreauxInvestment adviser rep
- Suzette BroussardInvestment adviser rep
- Toni C. CrawfordInvestment adviser rep
- David R. Daniel IIInvestment adviser rep
- Douglas W. DanielInvestment adviser rep
- Wesley A. GautreauxInvestment adviser rep
- Stephen P. HardeyInvestment adviser rep
- Todd F. LambertAlso a broker rep
- Michael E. PharrCertified Financial Planner
- Joel C. RobideauxInvestment adviser rep
- David J. Romagosa Sr.Certified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Alida C. VillienInvestment adviser rep
Summit Financial Wealth Advisors advisors in every city and state →Summit Financial Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summit Financial Wealth Advisors advisors in other cities
Other firms in Lafayette
All Lafayette advisors →LPL Financial LLC 24Morgan Stanley 20Cetera Planning Partners 18Edward Jones 17Wells Fargo Advisors Financial Network, LLC 17Ameriprise Financial Services, LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Raymond James & Associates, Inc. 13Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 11State Farm Investment Management Corp. 11Newedge Advisors 9
Questions
How many financial advisors does Summit Financial Wealth Advisors have in Lafayette?
13 investment adviser representatives are registered at Summit Financial Wealth Advisors offices in Lafayette, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Summit Financial Wealth Advisors one of the largest advisor employers in Lafayette?
Summit Financial Wealth Advisors ranks number 9 in Lafayette by registered advisors; LPL Financial LLC has the most, with 24.
How do I check a Summit Financial Wealth Advisors advisor in Lafayette?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Summit Financial Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.