Summit Financial Advisors, LLC

Summit Financial Advisors, LLC (CRD# 150187) is a financial advisory firm headquartered in Doylestown, PA. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Summit Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
George M. Blenner
CRD#: 5029863
196 West Ashland Street, Doylestown, PA 18901

George Blenner (CRD# 5029863) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in Doylestown, PA and has over 18 years of experience in the finance industry.

2
Vincent De Giovanni
CRD#: 4796212
196 West Ashland Street, Doylestown, PA 18901

Vincent De Giovanni (CRD# 4796212) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in Doylestown, PA and has over 19 years of experience in the finance industry.

3
Robert Wilgos
CRD#: 4901368
196 West Ashland Street, Doylestown, PA 18901

Robert Wilgos (CRD# 4901368) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in Doylestown, PA and has 1 year of experience in the finance industry.

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