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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Harleysville, PA

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

The short answer

6 registered advisors work at Summit Financial, LLC in Harleysville, out of 205 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Summit Financial, LLC advisors in Harleysville, 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 6Morristown, NJ 4Naples, FL 4Newport Beach, CA 4Sarasota, FL 4Arlington Heights, IL 3Blue Bell, PA 3Columbus, OH 3Durham, NC 3

Other firms in Harleysville

All Harleysville advisors →

Wellfull 10LPL Financial LLC 9Cetera Investment Advisers LLC 8Cambridge Investment Research Advisors, Inc. 5Hornor, Townsend & Kent, LLC 3Wescott Financial Advisory Group LLC 3

Questions

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

6 investment adviser representatives are registered at Summit Financial, LLC offices in Harleysville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 205 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Summit Financial, LLC ranks number 4 in Harleysville by registered advisors; Wellfull has the most, with 10.

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

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.