Douglas
Daniel
Summit Financial Wealth Advisors
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About this Advisor
Douglas Daniel is a financial advisor based in Lafayette, Louisiana, working with Summit Financial Wealth Advisors. Douglas has previously held a position at Summit Financial Wealth Advisors, LLC. Douglas has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Douglas is part of Summit Financial Wealth Advisors, which operates out of Lafayette, Louisiana. The firm has 4 offices and 20 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Summit Financial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial Wealth Advisors Brokerage Details
$1,430,463,689
20
2,455
$582,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Douglas Daniel Work History
Summit Financial Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of Douglas 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
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Monroe, LA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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