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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Columbus, OH

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

3 registered advisors work at Summit Financial, LLC in Columbus, out of 219 at the firm nationwide; it ranks number 85 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Summit Financial, LLC advisors in Columbus, 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 3Durham, NC 3

Other firms in Columbus

All Columbus advisors →

J.P. Morgan Securities LLC 419Nationwide Investment Advisors, LLC 374Morgan Stanley 138Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 104Hamilton Capital 53Voya Financial Advisors, Inc. 43UBS Financial Services Inc. 37Strategic Advisers LLC 29LPL Financial LLC 28Osaic Wealth, Inc. 28LPL Enterprise, LLC 23

Questions

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

3 investment adviser representatives are registered at Summit Financial, LLC offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 219 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

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

Summit Financial, LLC ranks number 85 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 419.

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

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.