Financial ADVSR advisor directory · SEC adviser records
Summit Financial, LLC financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Pennsylvania, by city and A to Z.
12 registered advisors work at Summit Financial, LLC in Pennsylvania, out of 205 nationwide; it's the firm's number 4 state by advisors, and the most are in Harleysville (6). 3 list the CFP designation and 0 are also registered broker representatives.
Summit Financial, LLC advisors by city in Pennsylvania
Every firm in Pennsylvania →Summit Financial, LLC advisors in Pennsylvania, A to Z
Search by name →- Amy B. ArmstrongBlue Bell
- Joseph M. BatesDoylestown · Certified Financial Planner
- Michael A. HalvorsenDoylestown · Certified Financial Planner
- Gregory S. HornBlue Bell
- Marissa G. IllingworthLancaster
- James T. LermitteBlue Bell
- Victoria R. MercadoHarleysville
- Charles K. Porter Jr.Harleysville
- Peter J. RolandHarleysville · Certified Financial Planner
- Andrew D. ShapowalHarleysville · Personal Financial Specialist
- Andrew D. SteinHarleysville
- Patricia A. WebbHarleysville
Summit Financial, LLC advisors in every state →Summit Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summit Financial, LLC in other states
New Jersey 67Ohio 19Florida 16Missouri 11Michigan 9Rhode Island 9Alabama 8North Carolina 8California 7Virginia 7New York 6Connecticut 3Illinois 3Minnesota 3Texas 3Wisconsin 3
Questions
How many Summit Financial, LLC financial advisors are in Pennsylvania?
12 investment adviser representatives are registered at Summit Financial, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 205 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Pennsylvania does Summit Financial, LLC have the most advisors?
Harleysville, with 6, then Blue Bell (3). Summit Financial, LLC has advisors in 4 cities in Pennsylvania.
How do I check a Summit Financial, LLC advisor in Pennsylvania?
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 Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.