Paul G. Guidry

SUMMIT FINANCIAL WEALTH ADVISORS

SLIDELL, LA

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CRD#: 1721250

Professional summary

Paul Gerald Guidry, who also goes by Paul G Guidry, is a registered financial advisor currently at SUMMIT FINANCIAL WEALTH ADVISORS located in Slidell, Louisiana.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Paul has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul G Guidry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SMALL BUSINESS CONSULTING AND MANAGEMENT; NOT INVESTMENT RELATED; MANAGEMENT & CONSULTING TO CLOSELY HELD BUSINESSES; SOLE MEMBER/MANAGER-100% OWNER;1986;10 HRS/MONTH;1 HRS DURING TRADING; 2) AGPG, LLC; not investment related;1784 Marina Drive, Slidell, LA 70458; LLC acting as holding company for recreational fishing boat with no daily activity; Member/Manager; 5/23/2022;0 hrs/month;0 hrs during trading; file annual tax filings to maintain the LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerald Guidry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 25, 2022 - Present

SUMMIT FINANCIAL WEALTH ADVISORS

RIA

CRD#: 171278

SLIDELL, LA

Past

October 26, 2010 - October 24, 2022

ADG WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 132341

Slidell, LA

Past

May 18, 2010 - November 2, 2022

TRIAD ADVISORS LLC

CRD#: 25803

METAIRIE, LA

Past

March 30, 2000 - May 21, 2010

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

METAIRIE, LA

Past

March 31, 1999 - March 31, 2000

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

September 24, 1987 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(10/25/2022)

IAR

Texas
(10/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 Approved)

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Contact information

Main Address

1021 E. St. Mary Blvd., Lafayette, LA 70503

Mailing Address

P O Box 53007, Lafayette, LA 70505

Phone number

(337) 232-1141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL WEALTH ADVISORS DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,620
AUM (Assets Under Management)	$ 1,421,450,420

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Paul G. Guidry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerald Guidry's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADG WEALTH MANAGEMENT GROUP, LLC

TRIAD ADVISORS LLC

CROWN CAPITAL SECURITIES, L.P.

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

Primary Firm SEC Registration

SUMMIT FINANCIAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2008

Series 63

Date: 11/6/1992

SIE

Date: 10/1/2018

Series 7

Date: 9/19/1987

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT FINANCIAL WEALTH ADVISORS

TRUST BUT VERIFY

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