Michael Edward Pharr

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

• 04/2014 → Present
  Summit Financial Wealth Advisors, Llc
  Lafayette, LA
• 02/2014 → 09/2019
  Summit Brokerage Services, Inc.
  Lafayette, LA
• 09/2019 → 02/2024
  Cetera Advisor Networks Llc
  Lafayette, LA
• 10/2020 → Present
  Dtm Investment Properties, Llc
  Lafayette, LA

Previous Registrations

• 2010-05-11 → 2014-05-23
  Summit Financial Wealth Advisors
  Lafayette, LA
• 2006-02-17 → 2014-03-07
  Wells Fargo Advisors Financial Network, Llc
  Lafayette, LA
  Lafayette, LA

Other Businesses

(1) SOUTHERN ASSET MANAGEMENT; SINCE 10/01/2015; SAME AS BRANCH ADDRESS; PARTNER; Asset management co of Summit Financial Wealth Advisors; 5 HOURS SPENT ON ACTIVITY PER MONTH, 5 HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS (2) DTM MGT LLC; SINCE 09/09/2013; SAME AS BRANCH ADDRESS; OWNER-33.3%; establish client relationships. Assist in management of portfolios; 160-200 HOURS SPENT ON ACTIVITY PER MONTH (3) NAME OF OTHER BUSINESS: DTM INVESTMENT PROPERTIES, LLC INVESTMENT RELATED: NO, ADDRESS: 400 MONTEIGNE DR, LAFAYETTE, LA, 70506, NATURE OF BUSINESS: REAL ESTATE, START DATE: 10/2020, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2007-06-06
• S63 Uniform Securities Agent State Law Examination
  1995-03-10

Designations

• Certified Financial Planner

Other Names

• Michael E Pharr