Theodore Spinardi (CRD# 2302532) is an Investment Advisor Representative working at Summit Wealth Group, LLC in Tulsa, OK and has over 31 years of experience in the finance industry. Theodore Spinardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Group, LLC | Tulsa, OK | Jan 2021 - Current | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2021 - Feb 2022 | 1 |
| Summit Wealth Group, Inc. D/b/a Summit Wealth Management | Fairfield, CA | Jan 2013 - Jan 2021 | 8 |
| Lpl Financial, LLC | Fairfield, CA | Feb 2010 - Apr 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management123MILLIONS
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Total Number of Accounts602ACCOUNTS
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Average Account Value$204,798
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, OK, TX
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