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Financial ADVSR advisor directory · SEC adviser records

Summit Financial Advisors, Inc. financial advisors in Middletown, OH

Every SEC-registered investment adviser representative at a Summit Financial Advisors, Inc. office in Middletown, A to Z.

3 registered advisors work at Summit Financial Advisors, Inc. in Middletown, out of 5 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Summit Financial Advisors, Inc. advisors in Middletown, A to Z

Every Summit Financial Advisors, Inc. advisor →

Summit Financial Advisors, Inc. advisors in every city and state →Summit Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Summit Financial Advisors, Inc. advisors in other cities

Lebanon, OH 2

Other firms in Middletown

All Middletown advisors →

Fifth Third Securities, Inc. 4

Questions

How many financial advisors does Summit Financial Advisors, Inc. have in Middletown?

3 investment adviser representatives are registered at Summit Financial Advisors, Inc. offices in Middletown, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Summit Financial Advisors, Inc. one of the largest advisor employers in Middletown?

Summit Financial Advisors, Inc. ranks number 2 in Middletown by registered advisors; Fifth Third Securities, Inc. has the most, with 4.

How do I check a Summit Financial Advisors, Inc. advisor in Middletown?

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 Advisors, Inc. 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.