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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Texas, by city and A to Z.

3 registered advisors work at Summit Financial, LLC in Texas, out of 205 nationwide; it's the firm's number 16 state by advisors, and the most are in Houston (2). 1 list the CFP designation and 1 are also registered broker representatives.

Summit Financial, LLC advisors by city in Texas

Every firm in Texas →

Houston 2Austin 1

Summit Financial, LLC advisors in Texas, A to Z

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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 16Pennsylvania 12Missouri 11Michigan 9Rhode Island 9Alabama 8North Carolina 8California 7Virginia 7New York 6Connecticut 3Illinois 3Minnesota 3Wisconsin 3

Questions

How many Summit Financial, LLC financial advisors are in Texas?

3 investment adviser representatives are registered at Summit Financial, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 205 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Texas does Summit Financial, LLC have the most advisors?

Houston, with 2, then Austin (1). Summit Financial, LLC has advisors in 2 cities in Texas.

How do I check a Summit Financial, LLC advisor in Texas?

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.