Dennis FelcherCRD Number: 1207648
Current Firm: Summit Financial Group Inc.
Dennis Felcher (CRD# 1207648) is an Investment Advisor Representative working at Summit Financial Group Inc. in Hollywood, FL and has over 32 years of experience in the finance industry. Dennis Felcher 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Summit Financial Group Inc.||Hollywood, FL||Aug 2008 - Current||9|
|Summit Brokerage Services Inc.||Hollywood, FL||Aug 2008 - Current||9|
|Dennis S. Felcher & Assoc. Inc.||Hollywood, FL||Jul 1974 - Current||43|
|Raymond James Financial Services, Inc.||Hollywood, FL||May 1999 - Aug 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
- Customer Dispute
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV