Summit Financial Group, LLC
Financial Services
United States
55 employees
- Employees
- 55
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Summit Financial Group, LLC Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- summitadvisors.com
- Industry
- Financial Services
- Employees
- 55
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Summit Financial Group, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
Summit Financial Group, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cristina Holloway | San Francisco Bay Area, United States |
Email
|
|
| John O’dea, Aif®, Cpfa®, Clu® | Wealth Manager at Summit Financial | San Francisco Bay Area, United States |
Email
|
| Jay Gilson | Senior Director at Summit Financial | San Francisco Bay Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Manager
3 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 2 |
| Executive | 1 | 1 | 1 |
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