Fred George Werner

Founder at

Summit Financial Wealth Advisors LLC

Finance

Miscellaneous

Profile

Mr. Fred G.
Werner is a Portfolio Manager at Summit Financial Wealth Advisors LLC.
He co-founded the firm in 2003 and has over 35 year career in the industry.
Mr. Werner began in 1976 when he moved to Lafayette and helped establish the E.F.
Hutton office where he was the manager.
After a merger, he joined Legg Mason as the local manager.
Mr. Werner was previously employed as a Manager by E.F.
Hutton & Co., Inc. and a Principal by Legg Mason & Co. LLC.

Fred George Werner active positions

Companies	Position	Start
Summit Financial Wealth Advisors LLC Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models.	Founder	01/01/2003

All active positions of Fred George Werner

Former positions of Fred George Werner

Companies	Position	End
Legg Mason & Co. LLC (New York) Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee	Corporate Officer/Principal	-
E.F. Hutton & Co., Inc. E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services	Corporate Officer/Principal	-

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Linked companies

Private companies	3
E.F. Hutton & Co., Inc. E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services	Finance
Legg Mason & Co. LLC (New York) Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee	Miscellaneous
Summit Financial Wealth Advisors LLC Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models.	Finance