Placer Summit Financial Group, LLC

Placer Summit Financial Group, LLC (CRD# 149750) is a financial advisory firm headquartered in Roseville, CA. They manage $84,713,520 in 348 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $243,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Placer Summit Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rodney C. Waterbury
CRD#: 2557113
1410 Rocky Ridge Drive, Suite 150, Roseville, CA 95661
96
Wealthminder
score

Rodney Waterbury (CRD# 2557113) is an Investment Advisor Representative working at Placer Summit Financial Group, LLC in Roseville, CA and has over 21 years of experience in the finance industry. Rodney Waterbury 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.

2
Scott C. Thomas
CRD#: 2861956
1410 Rocky Ridge Drive, Suite 150, Roseville, CA 95661
93
Wealthminder
score

Scott Thomas (CRD# 2861956) is an Investment Advisor Representative working at Placer Summit Financial Group, LLC in Roseville, CA and has over 19 years of experience in the finance industry. Scott Thomas 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.

3
Sapphira W. Pixler
CRD#: 6046283
3300 Douglas Blvd, Suite 420, Roseville, CA 95661
87
Wealthminder
score

Sapphira Pixler (CRD# 6046283) is an Investment Advisor Representative working at Placer Summit Financial Group, LLC in Roseville, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.