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Financial ADVSR advisor directory · SEC adviser records

Summit Wealth Management Group, Inc. financial advisors in California

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

The short answer

4 registered advisors work at Summit Wealth Management Group, Inc. in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Camarillo (4). 2 list the CFP designation and 4 are also registered broker representatives.

Summit Wealth Management Group, Inc. advisors by city in California

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Camarillo 4

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

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

Questions

How many Summit Wealth Management Group, Inc. financial advisors are in California?

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

Where in California does Summit Wealth Management Group, Inc. have the most advisors?

Camarillo, with 4. Summit Wealth Management Group, Inc. has advisors in 1 city in California.

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

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.