Douglas William Daniel
Controller/PartnerSummit Financial Wealth Advisors, LLCCRD 6309206
About Douglas William Daniel
Douglas William Daniel is listed as Controller/Partner at Summit Financial Wealth Advisors, LLC in Lafayette, LA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Summit Financial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Douglas William Daniel work?
Douglas William Daniel is listed as Controller/Partner at Summit Financial Wealth Advisors, LLC on SEC Form ADV.
How much of Summit Financial Wealth Advisors, LLC does Douglas William Daniel own?
Form ADV reports a beneficial ownership band of Under 5%.
Summit Financial Wealth Advisors, LLC
| Title | Controller/Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |