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Alida Claire Villien

Summit Financial Wealth Advisors

Lafayette, LA

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Current Employers
Summit Financial Wealth Advisors

1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2014-05-22
  • LA RA
    APPROVED
    Since 2014-05-22

Branch Locations

1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Brokerage Services Lafayette LA 02/2014 09/2019
Summit Finanical Wealth Advisors, Llc Lafayette LA 05/2014 Present
Cetera Advisor Networks Llc Lafayette LA 09/2019 02/2024
  • 02/2014 → 09/2019
    Summit Brokerage Services
    Lafayette, LA
  • 05/2014 → Present
    Summit Finanical Wealth Advisors, Llc
    Lafayette, LA
  • 09/2019 → 02/2024
    Cetera Advisor Networks Llc
    Lafayette, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-30
S63 Uniform Securities Agent State Law Examination 1999-07-29
  • S65 Uniform Investment Adviser Law Examination
    1999-07-30
  • S63 Uniform Securities Agent State Law Examination
    1999-07-29
Other Names
  • Alida Claire Villien
  • Alida Villien Kirtley

View on SEC IAPD

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Other Offices

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NEWEDGE ADVISORS · Lafayette, LA
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NEWEDGE ADVISORS · New Orelans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lafayette, LA
OSAIC WEALTH, INC. · Lafayette, LA
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, LA

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