Christopher
Breaux
Summit Financial Wealth Advisors
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About this Advisor
Christopher Breaux is a financial advisor based in Lafayette, Louisiana with a total of 1 year of relevant experience. Breaux is an employee of Summit Financial Wealth Advisors. Over the course of their career, they have held roles at Apex Environmental Solutions, Gibson Energy, Go Marine Services, Parish Investment Advisors, Omni Energy, Summit Financial Wealth Advisors and Cetera Advisor Networks LLC. Breaux holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana. Summit Financial Wealth Advisors is a registered investment business operating out of Lafayette, LA. The firm has offices in five locations and a total of 19 employees. It manages $1 billion in assets between its 2,290 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 2,290 accounts, 26% are associated with high-net-worth individuals who have greater than $1 million in assets. Summit Financial Wealth Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees depend on the services offered. However, fee types billed by Summit Financial Wealth Advisors likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial Wealth Advisors Brokerage Details
$1,243,129,187
19
2,290
$542,851
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Christopher Breaux Work History
Christopher has been registered as a financial advisor for 1 years.*
Summit Financial Wealth Advisors
Cetera Advisor Networks LLC
Parish Investment Advisors
Go Marine Services
Apex Environmental Solutions
Gibson Energy
Omni Energy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Breaux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Financial Wealth Advisors
Lafayette, LA
Lafayette, LA
Monroe, LA
Ruston, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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