David
Daniel
Summit Financial Wealth Advisors
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About this Advisor
David Daniel is a financial advisor operating in Lafayette, Louisiana who has 9 years of relevant experience. Daniel works at Summit Financial Wealth Advisors. The advisor has gained experience at Summit Financial Wealth Advisors, Wells Fargo Advisors Financial Network LLC, Summit Brokerage Services Inc, Summit Financial Wealth Advisors, LLC and Cetera Advisor Networks LLC. Daniel maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Louisiana and Texas. Summit Financial Wealth Advisors is a business that has its headquarters in Lafayette, LA. It has offices in five locations and a total of 19 financial advisors. It oversees $1 billion in assets among its 2,290 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to five charities and foundations. Of its 2,290 accounts, 26% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a wide set 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 fee schedules typically depend on the services provided. However, fee types charged by Summit Financial Wealth Advisors may include some 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
David Daniel Work History
David has been registered as a financial advisor for 9 years.*
Cetera Advisor Networks LLC
Summit Financial Wealth Advisors, LLC
Summit Brokerage Services Inc
Wells Fargo Advisors Financial Network LLC
Summit Financial Wealth Advisors
*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 David Daniel 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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