Christopher Peavy Breaux
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 AdvisorsJul 2022 to now
- Cetera Advisor Networks LLCJul 2022 to Feb 2024
- UnemployedFeb 2022 to Jul 2022
- Parish Investment AdvisorsOct 2021 to Feb 2022
- Go Marine ServicesSep 2019 to Oct 2021
- Apex Environmental SolutionsMar 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7443000
- Firm CRD
- 171278