David Russell Daniel
Oprichter bij Summit Financial Wealth Advisors LLC
Actieve functies van David Russell Daniel
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - |
| Portefeuillebeheerder-Aandelen | 01-01-2003 | - |
Loopbaan van David Russell Daniel
Eerdere bekende functies van David Russell Daniel
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| E. F. Hutton & Co. | Corporate Officer/Principal | 01-01-1987 | 31-12-2002 |
Opleiding van David Russell Daniel
| University of Louisiana at Lafayette | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| E. F. Hutton & Co. | Finance |
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 |
