Lena
Ormond

Summit Financial Wealth Advisors

CRD#6700395
Investment Advisor
in Monroe, LA

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About this Advisor

Lena Ormond is a financial advisor based in Monroe, Louisiana with 7 years of industry experience. Ormond currently works for Summit Financial Wealth Advisors. Ormond has gained experience at Summit Financial Wealth Advisors and Fpl Asset Management Llf. Ormond maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Louisiana. Summit Financial Wealth Advisors is a financial advisory firm that has its headquarters in Lafayette, LA. The investment advisory business has offices in five locations and a total of 19 advisors. It controls $1 billion in total assets between its 2,290 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to five charitable organizations. Of its 2,290 client accounts, 26% belong to high-net-worth investors who have at least $1 million in investable assets. Summit Financial Wealth Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees usually vary depending on which service is offered. However, fee types billed by Summit Financial Wealth Advisors likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

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

1890 Hudson Circle Suite 1
Monroe, LA 71201

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Summit Financial Wealth Advisors Brokerage Details

Total Assets Under Management

$1,243,129,187

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

19

LA Average: 13
Total Number of Accounts

2,290

LA Average: 722
Average Account Size

$542,851

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

Lena Ormond Work History

Lena has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Summit Financial Wealth Advisors

2010 - 2015 (5 years)

Fpl Asset Management Llf

*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 Lena Ormond 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

Wesley Gautreaux
Lafayette, LA
Christopher Breaux
Lafayette, LA
Lena Ormond
Monroe, LA
Toni Crawford
Ruston, LA
Alida Villien
Lafayette, LA
Douglas Daniel
Lafayette, LA
Michael Pharr
Lafayette, LA
Suzette Hebert
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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