Douglas
Daniel

Summit Financial Wealth Advisors

CRD#6309206
Investment Advisor
in Lafayette, LA

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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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1021 E. St. Mary Blvd.
Lafayette, LA 70503

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Summit Financial Wealth Advisors Brokerage Details

Total Assets Under Management

$1,430,463,689

LA Average: $486,181,852
Total Number of Employees

20

LA Average: 13
Total Number of Accounts

2,455

LA Average: 722
Average Account Size

$582,674

LA Average: $673,382

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

2014 - Present (10 years)

Summit Financial Wealth Advisors, LLC

Created with Highcharts 6.0.7

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

Michael Pharr
Lafayette, LA
Douglas Daniel
Lafayette, LA
David Daniel
Lafayette, LA
Todd Lambert
Lafayette, LA
Alida Villien
Lafayette, LA
Wesley Gautreaux
Lafayette, LA
Christopher Breaux
Lafayette, LA
Lena Ormond
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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