Dennis LomaxCRD Number: 1928772
Current Firm: Summit Financial Group Inc.
Dennis Lomax (CRD# 1928772) is an Investment Advisor Representative working at Summit Financial Group Inc. in Pompano Beach, FL and has over 28 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Summit Financial Group Inc.||Lighthouse Point, FL||Jul 2005 - Current||12|
|Summit Brokerage Services Inc.||Lighthouse Point, FL||Jul 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
- 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