Thomas Hartman (CRD# 4099207) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry. Thomas Hartman 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# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Group, LLC | White River Junction, VT | Jan 2016 - Current | 8 |
| Summit Tax Services | Hanover, NH | Jan 2000 - Current | 24 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2005 - Jan 2016 | 10 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2003 - Jan 2016 | 12 |
| Everbank | Jacksonville, FL | Oct 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- VT
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Total Assets Under Management516MILLIONS
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Total Number of Accounts1,137ACCOUNTS
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Average Account Value$453,881
- 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
- Selection of other advisers (including private fund managers)
CO, FL, MA, ME, NH, NY, VT
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