David Russell Daniel
Fondatore presso Summit Financial Wealth Advisors LLC
Profilo
Mr. David R.
Daniel is Managing Partner at Summit Financial Wealth Advisors LLC.
He co-founded the firm in 2003 and is also the Senior Portfolio Manager.
Mr. Daniel started in the investment business with E F Hutton in 1987.
He graduated in 1978 with a degree in Business from the University of Louisiana at Lafayette.
Mr. Daniel holds several securities licenses including Series 7, 63, 65 & 9/10
Posizioni attive di David Russell Daniel
| Società | Posizione | Inizio |
|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Fondatore | 01/01/2003 |
Precedenti posizioni note di David Russell Daniel
| Società | Posizione | Fine |
|---|---|---|
| E. F. Hutton & Co. | Corporate Officer/Principal | 31/12/2002 |
Formazione di David Russell Daniel
| University of Louisiana at Lafayette | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Summit Financial Wealth Advisors LLC
Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
| E. F. Hutton & Co. | Finance |
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