Catherine Anne Boudreaux
Investment adviser representative at Summit Financial Wealth Advisors
19 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
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2024 to now
- Summit Financial Wealth AdvisorsOct 2023 to now
- Catherine Boudreaux - NotaryJan 2011 to now
- Cetera Advisor Networks LLCSep 2023 to Feb 2024
- Cetera Investment Advisers LLCSep 2023 to Nov 2023
- Cambridge Investment Research Advisors, Inc.Oct 2011 to Sep 2023
- Financial Partners of Louisiana, LLCJul 2007 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5386329
- Firm CRD
- 171278