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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Blue Bell, PA

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

The short answer

3 registered advisors work at Summit Financial, LLC in Blue Bell, out of 205 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Summit Financial, LLC advisors in Blue Bell, 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 52Kirkwood, MO 11Dublin, 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 3Columbus, OH 3Durham, NC 3

Other firms in Blue Bell

All Blue Bell advisors →

Morgan Stanley 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Janney Montgomery Scott LLC 12Blue Bell Private Wealth Management, LLC 10Amplius Wealth Advisors 8Global Retirement Partners LLC 8Ameriprise Financial Services, LLC 7Im Wealth Partners 7LPL Financial LLC 6Stonex Advisors Inc. 6Wealthcare Advisory Partners LLC 6Private Advisor Group, LLC 5

Questions

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

3 investment adviser representatives are registered at Summit Financial, LLC offices in Blue Bell, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 205 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 Blue Bell?

Summit Financial, LLC ranks number 17 in Blue Bell by registered advisors; Morgan Stanley has the most, with 32.

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

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.