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Todd Farrell Lambert

PartnerSummit Financial Wealth Advisors, LLCCRD 2443098

About Todd Farrell Lambert

Todd Farrell Lambert is listed as 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 Todd Farrell Lambert work?

Todd Farrell Lambert is listed as Partner at Summit Financial Wealth Advisors, LLC on SEC Form ADV.

How much of Summit Financial Wealth Advisors, LLC does Todd Farrell Lambert own?

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

Summit Financial Wealth Advisors, LLC

TitlePartner
OwnershipUnder 5%
Control personYes
Since2014