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David Russell Daniel

Managing PartnerSummit Financial Wealth Advisors, LLCCRD 1748101

About David Russell Daniel

David Russell Daniel is listed as Managing Partner at Summit Financial Wealth Advisors, LLC in Lafayette, LA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Summit Financial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Russell Daniel work?

David Russell Daniel is listed as Managing Partner at Summit Financial Wealth Advisors, LLC on SEC Form ADV.

How much of Summit Financial Wealth Advisors, LLC does David Russell Daniel own?

Form ADV reports a beneficial ownership band of Under 5%.

Summit Financial Wealth Advisors, LLC

TitleManaging Partner
OwnershipUnder 5%
Control personYes
Since2014