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 46 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, 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 - 5 of 5 top financial advisors.
1
Alyce M. Hackett
CRD#: 1569916
4 Campus Dr, Parsippany, NJ 07054
96
Wealthminder
score

Alyce Hackett (CRD# 1569916) is an Investment Advisor Representative working at Summit Financial Resources Inc. in Parsippany, NJ and has over 28 years of experience in the finance industry. Alyce Hackett 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 20 years of experience in the finance industry.

3
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 21 years of experience in the finance industry.

4
John R. Duffy
CRD#: 859531
4 Campus Dr, Parsippany, NJ 07054
93
Wealthminder
score

John Duffy (CRD# 859531) is an Investment Advisor Representative working at Summit Financial Resources Inc. in Parsippany, NJ and has over 10 years of experience in the finance industry.

5
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 27 years of experience in the finance industry.

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