Christopher Peavy Breaux

Employer firm

Summit Financial Wealth Advisors CRD 171278

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 08/2019
  Apex Environmental Solutions
  Lafayette, LA
• 09/2019 → 10/2021
  Go Marine Services
  Lafayette, LA
• 10/2021 → 02/2022
  Parish Investment Advisors
  Lafayette, LA
• 07/2022 → Present
  Summit Financial Wealth Advisors
  Lafayette, LA
• 02/2022 → 07/2022
  Unemployed
  Lafayette, LA
• 07/2022 → 02/2024
  Cetera Advisor Networks Llc
  Lafayette, LA

Other Businesses

Double Match Point, LLC - Storage Units, Not Investment Related, 200 Plantation Rd., Lafayette, LA 70503, Storage Units for rent, Manager, manage it for my family, 07/2012, 10 hours per month, 0 hours during trading hours, I manage the property, bill customers quarterly (18 customers), set up repairs and maintenance to the propert

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-30
• S63 Uniform Securities Agent State Law Examination
  2022-03-04

Other Names

• Chris Breaux