Summit Financial Group, LLC

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
Industry
Financial Services
Employees
55
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Cristina Holloway
Email
John O’dea, Aif®, Cpfa®, Clu® Wealth Manager at Summit Financial
Email
Jay Gilson Senior Director at Summit Financial
Email Phone

Employees by Management Level

Individual contributor 6 profiles
Manager 3 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 2
Executive 1 1 1

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