Summit Advisor Solutions

Summit Advisor Solutions (CRD# 118581) is a financial advisory firm headquartered in Dallas, TX. They manage $1,960,242,568 in 10,213 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,960
    MILLION
  • Total Number of Accounts
    10,213
    ACCOUNTS
  • Average Account Value
    $191,936
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Summit Advisor Solutions
Showing 1 - 5 of 5 top financial advisors.
1
Brooke J. McVey
CRD#: 5051700
7191 Wagner Way Nw, Suite 302, Gig Harbor, WA 98335
96
Wealthminder
score

Brooke McVey (CRD# 5051700) is an Investment Advisor Representative working at Summit Advisor Solutions in Gig Harbor, WA and has over 10 years of experience in the finance industry. Brooke McVey 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
Charles R. Borquist
CRD#: 5000247
7191 Wagner Way Nw, Suite 302, Gig Harbor, WA 98335
93
Wealthminder
score

Charles Borquist (CRD# 5000247) is an Investment Advisor Representative working at Summit Advisor Solutions in Gig Harbor, WA and has over 11 years of experience in the finance industry.

3
Timothy J. Feehan
CRD#: 2464561
14785 Preston Road, Ste. 1000, Dallas, TX 75254
93
Wealthminder
score

Timothy Feehan (CRD# 2464561) is an Investment Advisor Representative working at Summit Advisor Solutions in Dallas, TX and has over 22 years of experience in the finance industry.

4
John A. Larson
CRD#: 2737386
11 Cobblers Lane, Beverly, MA 01915
93
Wealthminder
score

John Larson (CRD# 2737386) is an Investment Advisor Representative working at Summit Advisor Solutions in Beverly, MA and has over 20 years of experience in the finance industry.

5
Joel M. Price
CRD#: 4577870
7191 Wagner Way Nw, Suite 302, Gig Harbor, WA 98335
93
Wealthminder
score

Joel Price (CRD# 4577870) is an Investment Advisor Representative working at Summit Advisor Solutions in Gig Harbor, WA and has over 14 years of experience in the finance industry.

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