Summit Financial - Maryland Overview
- Headquarters
- 11350 Mccormick Road, Executive Plaza Iii
- Website
- sumfi.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 1993
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Summit Financial - Maryland
Summit Financial is an independent planning and investment services firm providing innovative, conflict-free strategies for business owners and individuals. We are Independent “Main Street” advisors – not Wall Street. Summit Financial offers comprehensive financial, investment and estate planning services*, including access to life, health and long-term care insurances. As an independent firm we offer investment management advisory services regardless of account size. We are committed to helping business owners navigate the ever changing world of employee benefits. Summit Financial has access to resources and experience of the country’s largest independent broker/ dealer through LPL Financial*. *As reported by Financial Planning magazine, June 1996-2013, based on total revenue. *Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.sumfi.com.
Summit Financial - Maryland Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Summit Financial - Maryland Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Alvin Anton | Chief Executive Officer at Summit | Hunt Valley, Maryland, United States |
Email
|
| Michael Alessi Jr, Aif® | Vice President - Client Service | Baltimore City County, Maryland, United States |
Email
|
| Chris Pellegrino, Cfa | SVP, Chief Investment Officer | Hunt Valley, Maryland, United States |
Email
|
| John Patterson | SVP Relationship Manager at Summit | Tempe, Arizona, United States |
Email
Phone
|
Employees by Management Level
Executive
3 profiles
Individual contributor
2 profiles
VP / Head
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| Executive | 2 | 2 | 0 |
| Sales | 1 | 1 | 1 |
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