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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Kirkwood, MO

Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Kirkwood, A to Z.

The short answer

11 registered advisors work at Summit Financial, LLC in Kirkwood, out of 205 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.

Summit Financial, LLC advisors in Kirkwood, A to Z

Every Summit Financial, LLC advisor →

Summit Financial, LLC advisors in other cities

Parsippany, NJ 52Dublin, OH 8West Warwick, RI 8Farmington Hills, MI 7Birmingham, 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 Kirkwood

All Kirkwood advisors →

Edward Jones 14LPL Financial LLC 4Transce3nd LLC 3

Questions

How many financial advisors does Summit Financial, LLC have in Kirkwood?

11 investment adviser representatives are registered at Summit Financial, LLC offices in Kirkwood, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 205 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.

Is Summit Financial, LLC one of the largest advisor employers in Kirkwood?

Summit Financial, LLC ranks number 2 in Kirkwood by registered advisors; Edward Jones has the most, with 14.

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

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.