Suzette Broussard

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

Previous Registrations

• 2010-05-11 → 2014-05-23
  Summit Financial Wealth Advisors
  Lafayette, LA
• 2006-02-21 → 2010-05-07
  Wells Fargo Advisors Financial Network, Llc
  Lafayette, LA
  Lafayette, LA

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

• 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