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Financial ADVSR advisor directory · SEC adviser records

Summit Planning Group, LLC financial advisors in Branford, CT

Every SEC-registered investment adviser representative at a Summit Planning Group, LLC office in Branford, A to Z.

3 registered advisors work at Summit Planning Group, LLC in Branford, out of 4 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Summit Planning Group, LLC advisors in Branford, A to Z

Every Summit Planning Group, LLC advisor →

Summit Planning Group, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Summit Planning Group, LLC advisors in other cities

Glastonbury, CT 1

Other firms in Branford

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LPL Financial LLC 12Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Summit Planning Group, LLC have in Branford?

3 investment adviser representatives are registered at Summit Planning Group, LLC offices in Branford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Summit Planning Group, LLC one of the largest advisor employers in Branford?

Summit Planning Group, LLC ranks number 3 in Branford by registered advisors; LPL Financial LLC has the most, with 12.

How do I check a Summit Planning Group, LLC advisor in Branford?

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 Planning Group, LLC 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.