Douglas William Daniel

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

• 01/2014 → Present
  Summit Financial Wealth Advisors, Llc
  Lafayette, LA

Other Businesses

1) Daniel Investments, Inc., Not Business Related, 200 Edgehill Circle, Lafayette, LA 70508 -- Forestry/Tree Farm, Partner, Start 2010 -- 2 hours per month devoted during trading hours. 2) DAVID R & KAREN DANIEL FAMILY FOUNDATION; NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; MEMEBER; 03/28/2018; 0 HR/MONTH; NO COMPENSATION. 3) DCD DANIEL PROPERTIES, NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; PARTNER; 02/13/2019; 0 HR/MONTH; NO COMPENSATION. 4) BDKK FAMILY PROPERTIES, NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; MEMBER; 02/13/2019; 0 HR/MONTH; NO COMPENSATION. 5) DAVID R & KAREN DANIEL FAMILY LLC, NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; MEMEBER; 02/13/2019; 0 HR/MONTH; NO COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-16

Other Names

• Doug William Daniel