Financial ADVSR advisor directory · SEC adviser records
Summit Financial, LLC financial advisors in Farmington Hills, MI
Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Farmington Hills, A to Z.
The short answer
8 registered advisors work at Summit Financial, LLC in Farmington Hills, out of 205 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
Summit Financial, LLC advisors in Farmington Hills, A to Z
Every Summit Financial, LLC advisor →- Kory M. FrostCertified Financial Planner
- Daniel P. MurphyCertified Financial Planner
- Erin M. NordlohAlso a broker rep
- Patrick F. PatinChartered Financial Analyst
- Carla D. StampsInvestment adviser rep
- Alex TannerInvestment adviser rep
- Monish VermaAlso a broker rep
- Renee M. WahlInvestment adviser rep
Summit Financial, LLC advisors in every city and state →Summit Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summit Financial, LLC advisors in other cities
Parsippany, NJ 52Kirkwood, MO 11Dublin, OH 8West Warwick, RI 8Birmingham, AL 6Cincinnati, OH 6Harleysville, PA 6Morristown, NJ 4Naples, FL 4Newport Beach, CA 4Sarasota, FL 4Arlington Heights, IL 3Blue Bell, PA 3Columbus, OH 3Durham, NC 3
Other firms in Farmington Hills
All Farmington Hills advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 76Morgan Stanley 49LPL Financial LLC 29Raymond James & Associates, Inc. 29Ameriprise Financial Services, LLC 28Blue Chip Partners, LLC 18Wells Fargo Clearing Services, LLC 18Cambridge Investment Research Advisors, Inc. 16J.P. Morgan Securities LLC 13Lincoln Investment 12Bloom Advisors 11Cetera Investment Advisers LLC 8
Questions
How many financial advisors does Summit Financial, LLC have in Farmington Hills?
8 investment adviser representatives are registered at Summit Financial, LLC offices in Farmington Hills, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 205 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is Summit Financial, LLC one of the largest advisor employers in Farmington Hills?
Summit Financial, LLC ranks number 14 in Farmington Hills by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 76.
How do I check a Summit Financial, LLC advisor in Farmington Hills?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.