Summit Financial Group, LLC

Summit Financial Group, LLC (CRD# 125144) is a financial advisory firm headquartered in Rome, GA. They manage $19,604,618 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $160,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Summit Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ronald M. Harrison
CRD#: 4064987
901 North Broad Street, Suite 450, Rome, GA 30161

Ronald Harrison (CRD# 4064987) is an Investment Advisor Representative working at Summit Financial Group, LLC in Rome, GA and has over 24 years of experience in the finance industry.

2
James A. Threlkeld
CRD#: 4065073
901 North Broad Street, Suite 450, Rome, GA 30161

James Threlkeld (CRD# 4065073) is an Investment Advisor Representative working at Summit Financial Group, LLC in Rome, GA and has over 24 years of experience in the finance industry.

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