![Fred George Werner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
David Russell Daniel | M | - |
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. | 21 years |
Connections Chart
Multi-company connection
Statistics
Country | Connections | % of total |
---|---|---|
United States | 1 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Fred George Werner
- Personal Network