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Model Data

Last Updated: 11.20.2025

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Summit Financial Wealth Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional
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1021 E. St Mary Blvd. Lafayette,LA

Office: 337-232-1141

Fax: 337.232.1137

1890 Hudson Cir. Ste 1. Monroe, LA*

Office: 318-323-3752

Fax: 318-387-4511

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Office: 318-255-1005

Fax: 318-255-1005

433 Metairie Rd, Ste 501. Metairie, LA*

Office:504-324-3282

Fax: 337-232-1141

info@summit-financial.com

*This location is not affiliated with or a registered branch of Cetera Advisor Networks LLC.

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