Home
About
Client Center
- Account Access
- Summit Technology
Services
- Our Services
- The Investment Process
Resource Center
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Summit Financial Wealth Advisors

Office: 337-232-1141

Toll-Free: 866-540-1141

Fax: 337-232-1137

326 Heymann Blvd

Lafayette, LA 70503

info@summit-financial.com

Quick Links

Retirement
Investment
Estate
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

* 1890 Hudson Circle, Monroe, LA is an office of Summit Financial Wealth Advisors, a Registered Investment Adviser. This location is not affiliated with or a registered branch of Cetera Advisor Networks LLC.

* 712 Celebrity Dr. Ruston, LA is an office of Summit Financial Wealth Advisors, a Registered Investment Adviser. This location is not affiliated with or a registered branch of Cetera Advisor Networks LLC.

* 6425 Youree Dr. Ste 285 Shreveport, LA is an office of Summit Financial Wealth Advisors, a Registered Investment Adviser. This location is not affiliated with or a registered branch of Cetera Advisor Networks LLC.

*¹ This employee is not affiliated with Cetera Advisor Networks LLC.

*² This employee is a non-registered employee of Summit Financial Wealth Advisors and is not affiliated with Cetera Advisor Networks LLC.

Privacy Policy

Summit Financial Wealth Advisors is an independent firm.

Securities offered by Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Charles Schwab & Co., Inc., Member SIPC and TD Ameritrade, Inc., Member FINRA/SIPC. Advisory Services offered separately through Summit Financial Wealth Advisors, a Registered Investment Adviser.

The following disclosures are provided by Cetera Advisor Networks:

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com

Online Privacy Policy | Important Disclosures | Business Continuity