David Russell Daniel
Oprichter bij Summit Financial Wealth Advisors LLC
Profiel
Mr. David R.
Daniel is Managing Partner at Summit Financial Wealth Advisors LLC.
He co-founded the firm in 2003 and is also the Senior Portfolio Manager.
Mr. Daniel started in the investment business with E F Hutton in 1987.
He graduated in 1978 with a degree in Business from the University of Louisiana at Lafayette.
Mr. Daniel holds several securities licenses including Series 7, 63, 65 & 9/10
Actieve functies van David Russell Daniel
| Bedrijven | Functie | Begin |
|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Oprichter | 01-01-2003 |
Eerdere bekende functies van David Russell Daniel
| Bedrijven | Functie | Einde |
|---|---|---|
| E. F. Hutton & Co. | Corporate Officer/Principal | 31-12-2002 |
Opleiding van David Russell Daniel
| University of Louisiana at Lafayette | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Summit Financial Wealth Advisors LLC
Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
| E. F. Hutton & Co. | Finance |