Alida Claire Villien
Investment adviser representative at Summit Financial Wealth Advisors
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Summit Financial Wealth AdvisorsMay 2014 to now
- Summit Finanical Wealth Advisors, LLCMay 2014 to now
- Cetera Advisor Networks LLCSep 2019 to Feb 2024
- Summit Brokerage ServicesFeb 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (LA).
Summit Financial Wealth Advisors
Legal name: Summit Financial Wealth Advisors, LLC
$1.8BAssets managed
1,265Clients
17Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1816950
- Firm CRD
- 171278