David Daniel Overview
- Company
- Summit Financial...
- Primary Position
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Co-Founder & Man...
David Daniel General Information
Biography
Mr. David Daniel is a Co-Founder and serves as Managing Partner at Summit Financial. David was born in Baton Rouge, LA. He went to the University of Louisiana Lafayette on a football scholarship and graduated in 1978 with a degree in Business. David started in the investment business with E F Hutton in 1987. David & Fred started Summit Financial and moved to Wachovia (Currently Wells Fargo Finet) in 2006. He holds several securities licenses including Series 7, 63, 65 & 9/10 and is the Senior Portfolio Manager .
Contact Information
Address
- 1021 East Saint Mary Boulevard
- Lafayette, LA 70505
- United States
David Daniel Positions (1)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors | Company | Co-Founder & Managing Partner | Lafayette, LA | Other Capital Markets/Institutions |
David Daniel FAQs
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Who is David Daniel?
Mr. David Daniel is a Co-Founder and serves as Managing Partner at Summit Financial.
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How much does David Daniel typically invest?
David Daniel's median deal size is .
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What is David Daniel’s main position?
David Daniel’s primary position is Co-Founder & Managing Partner.
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What are the contact details for David Daniel?
David Daniel’s email address is da and his phone number is +1 (337) .
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