Dennis Vitori (CRD# 852176) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Middletown, OH and has 1 year of experience in the finance industry.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
CRD# 4903661
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial Advisors, Inc. | Middletown, OH | Jul 2007 - Current | 16 |
| Lincoln Financial Advisors Corporation | Cincinnati, OH | Sep 1977 - Current | 46 |
| The Lincoln National Life Insurance Company | Cincinnati, OH | Sep 1977 - Current | 46 |
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- OH
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Total Assets Under Management173MILLIONS
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Total Number of Accounts418ACCOUNTS
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Average Account Value$414,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, OH
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