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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Durham, NC

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

3 registered advisors work at Summit Financial, LLC in Durham, out of 219 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.

Summit Financial, LLC advisors in Durham, A to Z

Every Summit Financial, LLC advisor →

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 54Kirkwood, MO 12Dublin, OH 10Farmington Hills, MI 8Naples, FL 7West Warwick, RI 7Cincinnati, OH 6Harleysville, PA 6Birmingham, AL 5Sarasota, FL 5Morristown, NJ 4Newport Beach, CA 4Ashburn, VA 3Blue Bell, PA 3Columbus, OH 3

Other firms in Durham

All Durham advisors →

Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6

Questions

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

3 investment adviser representatives are registered at Summit Financial, LLC offices in Durham, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 219 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

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

Summit Financial, LLC ranks number 22 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.

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

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.