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Financial ADVSR advisor directory · SEC adviser records

Summit Financial Working With People You Trust financial advisors in Sterling Heights, MI

Every SEC-registered investment adviser representative at a Summit Financial Working With People You Trust office in Sterling Heights, A to Z.

The short answer

5 registered advisors work at Summit Financial Working With People You Trust in Sterling Heights, out of 5 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Summit Financial Working With People You Trust advisors in Sterling Heights, A to Z

Every Summit Financial Working With People You Trust advisor →

Summit Financial Working With People You Trust advisors in every city and state →Summit Financial Working With People You Trust: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Sterling Heights

All Sterling Heights advisors →

Osaic Wealth, Inc. 15LPL Financial LLC 10J.P. Morgan Securities LLC 9Thrivent Investment Management Inc. 4Edward Jones 3Oppenheimer & Co. Inc. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Summit Financial Working With People You Trust have in Sterling Heights?

5 investment adviser representatives are registered at Summit Financial Working With People You Trust offices in Sterling Heights, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Summit Financial Working With People You Trust one of the largest advisor employers in Sterling Heights?

Summit Financial Working With People You Trust ranks number 4 in Sterling Heights by registered advisors; Osaic Wealth, Inc. has the most, with 15.

How do I check a Summit Financial Working With People You Trust advisor in Sterling Heights?

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 Working With People You Trust 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.