David Russell Daniel
Gründer bei Summit Financial Wealth Advisors LLC
Profil
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
Aktive Positionen von David Russell Daniel
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.01.2003 |
Ehemalige bekannte Positionen von David Russell Daniel
| Unternehmen | Position | Ende |
|---|---|---|
| E. F. Hutton & Co. | Corporate Officer/Principal | 31.12.2002 |
Ausbildung von David Russell Daniel
| University of Louisiana at Lafayette | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |