Summit Financial Advisors
Summit Financial Advisors (CRD# 123926) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Summit Financial Advisors
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, PA
Financial Advisors at Summit Financial Advisors
1
Paul Koepfer (CRD# 273157) is an Investment Advisor Representative working at Summit Financial Advisors in Bradenton, FL and has over 34 years of experience in the finance industry.
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