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Christopher Breaux

Advisor at Summit Financial Wealth Advisors

Updated today

Location

Lafayette, LA 70503

Credentials

Series 63, Series 65

Industry experience

3 years

About

Christopher Breaux is a financial advisor at Summit Financial Wealth Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC, Parish Investment Advisors, Go Marine Services, and Apex Environmental Solutions. Outside of financial advising, he manages a family-owned storage unit business. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm employs a tailored, typically discretionary approach, acting as an ERISA fiduciary for plan clients and providing a range of investment and non-investment services.

Client services

Based on Summit Financial Wealth Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Divorce consulting, business consulting & credit and cash management solutions

Expertise

Based on Summit Financial Wealth Advisors

Divorce financial planning Cash flow / budgeting

Occupation focus

Based on Summit Financial Wealth Advisors

Attorney Founder/Business Owner

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Fee options

Fixed

Business Management Services fees are generally fixed fees based on estimated time at customary hourly rates

Percentage

$0 - $250,000: 1.25% annually (Equity & Mutual Fund Fee Schedule) $250,001 - $1,000,000: 1.00% annually (Equity & Mutual Fund Fee Schedule) $1,000,001+: 0.95% annually (Equity & Mutual Fund Fee Schedule) $0 - $250,000: 0.65% annually (Fixed Income Fee Schedule) $250,001+: 0.50% annually (Fixed Income Fee Schedule)

Commissions

Insurance commissions and brokerage commissions on some securities transactions by registered representatives; separate from advisory fees

Project-based

Divorce Financial Consulting Services: $150/hour consultation and preparation; $75/hour travel and administrative; $200/hour court, mediation, arbitration attendance

Other

Account minimum: $50,000 Minimum fee: $500 minimum annual fee per account for portfolio management Fee-only: Fixed fees for pension consulting ($1,000 to $40,000 per year)

Location

1021 E. St. Mary Blvd.

Lafayette, LA 70503

Most active in

Louisiana

Work history

Summit Financial Wealth Advisors

2022 - Present (4 years)

Cetera Advisor Networks LLC

2022 - 2024 (2 years)

Unemployed

2022 - 2022 (1 year)

Parish Investment Advisors

2021 - 2022 (1 year)

Go Marine Services

2019 - 2021 (2 years)

Apex Environmental Solutions

2016 - 2019 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alajahwon R

Series 63, Series 66

Lafayette, LA

A.B. Ridgeway Wealth Management LLC

Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Lafayette, LA

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Wealth management
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Heather A

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Heather Alleman is the sole advisor at Alleman Capital Management, LLC, holding a Series 65 credential with experience dating back to 2022 in self-employment and prior work from 2009 to 2022 at Unitech Training Academy. Alleman Capital Management is an investment manager specializing in pooled investment vehicles and institutional accounts, providing discretionary portfolio management and active trading services. The firm operates with a single portfolio manager who also administers compliance and ethics programs.

Options & derivatives strategies Active portfolio management
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Milton K

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Lafayette, LA

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Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Amie V

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Youngsville, LA

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Wealth management Passive / index investing
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Justin M

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Lafayette, LA

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Justin Marcantel is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with five years of industry experience. He has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Prior to his financial services career, he was employed at the University of Louisiana at Lafayette from 2012 to 2017. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing on low-cost index funds and passive strategies. The firm employs a long-term, passive investment approach based on Vanguard research, emphasizing low costs, broad diversification, and tax-aware asset allocation, with options for active, value-oriented strategies upon request.

Passive / index investing Active portfolio management
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