Michael E. Pharr

SUMMIT FINANCIAL WEALTH ADVISORS

Lafayette, LA 70503

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CRD#: 2510335

Professional summary

Michael Edward Pharr, CFP®, who also goes by Michael E Pharr, is a registered financial advisor currently at SUMMIT FINANCIAL WEALTH ADVISORS located in Lafayette, Louisiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Education Planning

Business Succession Planning

Employee and Employer Plan Ben...

Divorce Planning

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Michael E Pharr

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) SOUTHERN ASSET MANAGEMENT; SINCE 10/01/2015; SAME AS BRANCH ADDRESS; PARTNER; Asset management co of Summit Financial Wealth Advisors; 5 HOURS SPENT ON ACTIVITY PER MONTH, 5 HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS (2) DTM MGT LLC; SINCE 09/09/2013; SAME AS BRANCH ADDRESS; OWNER-33.3%; establish client relationships. Assist in management of portfolios; 160-200 HOURS SPENT ON ACTIVITY PER MONTH (3) NAME OF OTHER BUSINESS: DTM INVESTMENT PROPERTIES, LLC INVESTMENT RELATED: NO, ADDRESS: 400 MONTEIGNE DR, LAFAYETTE, LA, 70506, NATURE OF BUSINESS: REAL ESTATE, START DATE: 10/2020, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Pharr'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

May 22, 2014 - Present

SUMMIT FINANCIAL WEALTH ADVISORS

Office #1: 1021 E. St. Mary Blvd., Lafayette, LA 70503

RIA

CRD#: 171278

Lafayette, LA

Past

September 20, 2019 - February 22, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

LAFAYETTE, LA

Past

March 6, 2014 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

LAFAYETTE, LA

Past

June 24, 2013 - March 7, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

LAFAYETTE, LA

Past

May 11, 2010 - May 23, 2014

SUMMIT FINANCIAL WEALTH ADVISORS

RIA

CRD#: 152049

LAFAYETTE, LA

Past

February 17, 2006 - May 7, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

LAFAYETTE, LA

Past

February 17, 2006 - March 7, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LAFAYETTE, LA

Past

August 31, 2001 - March 3, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

September 16, 1997 - September 18, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

March 20, 1995 - January 15, 1996

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

August 26, 1994 - September 29, 1994

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

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
(5/22/2014)

IAR

Texas
(8/15/2018)

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 66

Date: 6/6/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/10/1995

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: 8/25/1994

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.

Contact information

xxxxx@xxxx.xxx

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Michael E. Pharr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Pharr's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

SUMMIT BROKERAGE SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

SUMMIT FINANCIAL WEALTH ADVISORS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LEGG MASON WOOD WALKER, INCORPORATED

UBS FINANCIAL SERVICES INC.

J.C. BRADFORD & CO.

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

SUMMIT FINANCIAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2007

Series 63

Date: 3/10/1995

SIE

Date: 10/1/2018

Series 7

Date: 8/25/1994

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

Contact information

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