About Suzette Broussard of SUMMIT FINANCIAL
Suzette Broussard is Chief Compliance Officer at Summit Financial Wealth Advisors Llc and has been affiliated with Summit Financial Wealth Advisors Llc since April-2014.
Summit Financial Wealth Advisors Llc is an investment advisor that manages 400.8 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 511MM in positions, which represents 127% of the manager's regulatory AUM.
For more on Summit Financial Wealth Advisors Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Summit Financial Wealth Advisors Llc is an investment advisor that manages 400.8 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 511MM in positions, which represents 127% of the manager's regulatory AUM.
For more on Summit Financial Wealth Advisors Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
SUMMIT FINANCIAL StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.3%/yr
Co-workers of Suzette Broussard at SUMMIT FINANCIAL
Name | Title | In Position Since |
---|
David R. Daniel | Managing Partner | April-2014 |
Todd F. Lambert | Partner | April-2014 |
Michael E. Pharr | Partner | April-2014 |
Fundamental & Technical Factor Exposure
Suzette Broussard Office Address
326 HEYMANN BLVD
LAFAYETTE, Louisiana
UNITED STATES, 70503
LAFAYETTE, Louisiana
UNITED STATES, 70503
Suzette Broussard Contact Information
Phone Number: 337-232-1141
Fax Number: 337-232-1137
Website: null
Fax Number: 337-232-1137
Website: null
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