Summit Financial Group Inc.

Summit Financial Group Inc. (CRD# 109485) is a financial advisory firm headquartered in Boca Raton, FL. They manage $2,889,596,331 in 15,944 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,890
    MILLION
  • Total Number of Accounts
    15,944
    ACCOUNTS
  • Average Account Value
    $181,234
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, VT, WA, WI, WV, WY

Financial Advisors at Summit Financial Group Inc.
Showing 1 - 10 of 300 top financial advisors.
1
Matthew S. Agee
CRD#: 4072352
Severna Park, MD

Matthew Agee (CRD# 4072352) is an Investment Advisor Representative working at Summit Financial Group Inc. in Severna Park, MD and has over 20 years of experience in the finance industry.

2
Mansoor Ahmed
CRD#: 5471697
Tampa, FL

Mansoor Ahmed (CRD# 5471697) is an Investment Advisor Representative working at Summit Financial Group Inc. in Tampa, FL and has over 12 years of experience in the finance industry.

3
Raelene M. Aldridge
CRD#: 4023517
595 S Federal Hwy, Suite 500, Boca Raton, FL 33432

Raelene Aldridge (CRD# 4023517) is an Investment Advisor Representative working at Summit Financial Group Inc. in Boca Raton, FL and has over 18 years of experience in the finance industry.

4
Jon S. Alin
CRD#: 2353855
5600 Ne Trieste Way, Boca Raton, FL 33487

Jon Alin (CRD# 2353855) is an Investment Advisor Representative working at Summit Financial Group Inc. in Boca Raton, FL and has over 26 years of experience in the finance industry.

5
Douglas J. Almeida
CRD#: 2033114
11788 W Sample Rd, Ste 102, Coral Springs, FL 33065

Douglas Almeida (CRD# 2033114) is an Investment Advisor Representative working at Summit Financial Group Inc. in Coral Springs, FL and has over 15 years of experience in the finance industry.

6
Kathleen J. Almulla
CRD#: 1046406
1410 Lake Baldwin Lane, Ste A, Orlando, FL 32814

Kathleen Almulla (CRD# 1046406) is an Investment Advisor Representative working at Summit Financial Group Inc. in Orlando, FL and has over 36 years of experience in the finance industry.

7
Connor A. Ambrose
CRD#: 5763812
Dallas, TX 75201

Connor Ambrose (CRD# 5763812) is an Investment Advisor Representative working at Summit Financial Group Inc. in Dallas, TX and has over 10 years of experience in the finance industry. Connor Ambrose 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 putclients' interests first and comply with the Financial Planning Practice Standards.

8
Bernard M. Andersen
CRD#: 2362499
4120 Chicago Dr Sw, Ste 1, Grandville, MI 49418

Bernard Andersen (CRD# 2362499) is an Investment Advisor Representative working at Summit Financial Group Inc. in Grandville, MI and has over 26 years of experience in the finance industry.

9
Daniel B. Arrington
CRD#: 4208257
701 Avenue G, Marble Falls, TX 78654

Daniel Arrington (CRD# 4208257) is an Investment Advisor Representative working at Summit Financial Group Inc. in Marble Falls, TX and has over 19 years of experience in the finance industry.

10
James E. Baltzersen
CRD#: 4678631
270 N Main St, Crown Point, IN 46307

James Baltzersen (CRD# 4678631) is an Investment Advisor Representative working at Summit Financial Group Inc. in Crown Point, IN and has over 16 years of experience in the finance industry.

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