Duane GarthCRD Number: 1998639
Current Firm: Summit Financial Group Inc.
Duane Garth (CRD# 1998639) is an Investment Advisor Representative working at Summit Financial Group Inc. in Southfield, MI and has over 27 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Summit Brokerage Services Inc.||Farmington Hills, MI||Nov 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
- Customer Dispute
- Judgments / Liens
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