David Russell Daniel
Founder at Summit Financial Wealth Advisors LLC
Profile
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
David Russell Daniel active positions
Companies | Position | Start |
---|---|---|
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. | Founder | 2002-12-31 |
Former positions of David Russell Daniel
Companies | Position | End |
---|---|---|
E. F. Hutton & Co. | Corporate Officer/Principal | 2002-12-30 |
Training of David Russell Daniel
University of Louisiana at Lafayette | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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E. F. Hutton & Co. | Finance |
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 |
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