Summit Financial Resources Inc.

Summit Financial Resources Inc. (CRD# 104990) is a financial advisory firm headquartered in Parsippany, NJ. They serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • 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
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, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Summit Financial Resources Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Frank Bardales
CRD#: 2598459
4 Campus Drive, Parsippany, NJ 07054
93
Wealthminder
score

Frank Bardales (CRD# 2598459) is an Investment Advisor Representative working at Summit Financial Resources Inc. in Parsippany, NJ and has over 22 years of experience in the finance industry.

2
Herbert T. Cheesman
CRD#: 2549408
4 Campus Drive, Parsippany, NJ 07054
93
Wealthminder
score

Herbert Cheesman (CRD# 2549408) is an Investment Advisor Representative working at Summit Financial Resources Inc. in Parsippany, NJ and has over 23 years of experience in the finance industry.

3
Andrew Weinstein
CRD#: 1748144
4 Campus Dr, Parsippany, NJ 07054
93
Wealthminder
score

Andrew Weinstein (CRD# 1748144) is an Investment Advisor Representative working at Summit Financial Resources Inc. in Parsippany, NJ and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.