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Suzette Broussard

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 Financial Wealth Advisors Llc Lafayette LA 04/2014 Present
Summit Brokerage Services, Inc. Lafayette LA 02/2014 09/2019
Cetera Advisor Networks Llc Lafayette LA 09/2019 02/2024
  • 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
Previous Registrations
Other Businesses

NAME OF OTHER BUSINESS: Suzette Broussard, LLC; INVESTMENT RELATED: NO ; ADDRESS: 1100 Robley Dr, Apt 6203, Lafayette, LA 70503; NATURE OF BUSINESS: Holding Company START DATE: 01/01/2024 DATE; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: MINIMAL; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: holding company for partial ownership in Southerrn Asset Managers, - the management company of Summit Financial Wealth Advisors, LLC. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE:12/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-09
S66 Uniform Combined State Law Examination 1999-12-07
  • S65 Uniform Investment Adviser Law Examination
    2017-08-09
  • S66 Uniform Combined State Law Examination
    1999-12-07
Other Names
  • Suzette B Bourque
  • Suzette B Duhon
  • Suzette Broussard
  • Suzette Broussard Duhon
  • Suzette Broussard Hebert

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