Suzette
Hebert
Summit Financial Wealth Advisors
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About this Advisor
Suzette Hebert is a financial advisor working out of Lafayette, Louisiana with a total of 9 years of relevant experience. Hebert is currently employed by Summit Financial Wealth Advisors. Over the course of their career, Hebert has held roles at Wells Fargo Advisors Financial Network LLC, Summit Financial Wealth Advisors, Summit Financial Wealth Advisors LLC, Summit Brokerage Services, Inc and Cetera Advisor Networks LLC. Hebert has Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana. Summit Financial Wealth Advisors is a business operating out of Lafayette, LA. The investment advisory business has offices in five locations and a total of 19 financial advisors. It administers $1 billion in total assets across its 2,290 client accounts, making it one of the larger financial advisory firms in the country 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 greater than $1 million in assets available to invest. The firm has 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Summit Financial Wealth Advisors likely 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
Suzette Hebert Work History
Suzette 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 Suzette Hebert 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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