Summit Financial Wealth Advisors
Financial Services
Lafayette, Louisiana, United States
16 employees
- Employees
- 16
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Summit Financial Wealth Advisors Overview
- Headquarters
- Lafayette, Louisiana, United States
- Phone Number
- Available in AeroLeads
- Website
- summit-financial.com
- Industry
- Financial Services
- Employees
- 16
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Summit Financial Wealth Advisors
When it comes to accomplishing the financial goals of you, your family, and your business, Summit Financial Wealth Advisors has the team and experience to keep you on track. Summit Financial will not only assist in accomplishing your financial goals but also strive to bring Financial Peace to your household. Our Summit Team will bring together your entire financial picture. From the combined holdings of your business interests, real estate holdings, and investment accounts, we endeavor to design a comprehensive plan to help meet your financial and estate goals throughout your entire financial time-line. Summit Financial Wealth Advisors is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA www.finra.org and SIPC www.sipc.org Advisory services offered through Summit Financial Group Inc., a Registered Investment Adviser. Any representatives associated with this site is registered to conduct business in Louisiana. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. To ‘Like’, ‘Share’ or ‘Follow’ this entity’s/individual’s page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness. *1890 Hudson Circle, Monroe, LA is not a branch registered location of Summit Brokerage Services, Inc.
Summit Financial Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Summit Financial Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Louis Ray | Partner at Summit Financial Wealth Advisors |
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| John Soderberg | Managing Partner-summit Wealth Financial-financial Advisor | Queen Creek, Arizona, United States |
Email
Phone
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| Chris Breaux | Investment Advisor Representative at Summit Financial Wealth Advisors | Lafayette, Louisiana Metropolitan Area, United States |
Email
Phone
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| Wes Gautreaux | Lafayette, Louisiana, United States |
Email
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Employees by Management Level
Individual contributor
7 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 2 |
| Executive | 3 | 3 | 0 |
| Sales | 1 | 1 | 1 |
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