Summit Financial Group, LLC

Summit Financial Group, LLC (CRD# 125144) is a financial advisory firm headquartered in Rome, GA. They manage $11,627,254 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $113,993
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
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.

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
93
Wealthminder
score

Ronald Harrison (CRD# 4064987) is an Investment Advisor Representative working at Summit Financial Group, LLC in Rome, GA and has over 16 years of experience in the finance industry.

2
James A. Threlkeld
CRD#: 4065073
901 North Broad Street, Suite 450, Rome, GA 30161
93
Wealthminder
score

James Threlkeld (CRD# 4065073) is an Investment Advisor Representative working at Summit Financial Group, LLC in Rome, GA and has over 16 years of experience in the finance industry.

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