Summit Financial Advisors, LLC
Financial Services
San Mateo, California, United States
4 employees
- Employees
- 4
- Contacts
- 1
- Emails
- 1
Summit Financial Advisors, LLC Overview
- Headquarters
- San Mateo, California, United States
- Phone Number
- Available in AeroLeads
- Website
- summit-advisors.com
- Industry
- Financial Services
- Employees
- 4
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
Summit Financial Advisors, LLC Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
Summit Financial Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cristina Albright | Director, Client Services | San Mateo, California, United States |
Email
|
| Jim Franceus, Cfp® | President at Summit Financial Advisors, Inc. | Lake Oswego, Oregon, United States |
View
|
Employees by Management Level
Executive
2 profiles
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
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