David Russell Daniel

Fondatore presso Summit Financial Wealth Advisors LLC

Finance

Consumer Services

Posizioni attive di David Russell Daniel

Società	Posizione	Inizio	Fine
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	-
	Gestore di Portafoglio-Azioni	01/01/2003	-

Società	Posizione	Inizio	Fine
E. F. Hutton & Co.	Corporate Officer/Principal	01/01/1987	31/12/2002

University of Louisiana at Lafayette

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Settori

Finance	3
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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

Aziende private

Finance

E. F. Hutton & Co.

Finance