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Financial ADVSR advisor directory · SEC adviser records

Summit Wealth Management Group, Inc. financial advisors in Camarillo, CA

Every SEC-registered investment adviser representative at a Summit Wealth Management Group, Inc. office in Camarillo, A to Z.

The short answer

4 registered advisors work at Summit Wealth Management Group, Inc. in Camarillo, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Summit Wealth Management Group, Inc. advisors in Camarillo, A to Z

Every Summit Wealth Management Group, Inc. advisor →

Summit Wealth Management Group, Inc. advisors in every city and state →Summit Wealth Management Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Camarillo

All Camarillo advisors →

Osaic Wealth, Inc. 10LPL Financial LLC 8Cetera Investment Advisers LLC 6Edward Jones 6Inflection Retirement Services 4J.P. Morgan Securities LLC 4Bernzott Capital Advisors 3Inflection Advisors 3

Questions

How many financial advisors does Summit Wealth Management Group, Inc. have in Camarillo?

4 investment adviser representatives are registered at Summit Wealth Management Group, Inc. offices in Camarillo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Is Summit Wealth Management Group, Inc. one of the largest advisor employers in Camarillo?

Summit Wealth Management Group, Inc. ranks number 7 in Camarillo by registered advisors; Osaic Wealth, Inc. has the most, with 10.

How do I check a Summit Wealth Management Group, Inc. advisor in Camarillo?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Summit Wealth Management Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.