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Summit Financial Group, Llc

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

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HeadquartersSan Ramon, United StatesEmployees53(11 to 50)Annual revenue$1M to <$10MWebsitesummitadvisors.comLinkedIn profileLinkedIn

Verified contacts

42

available on Kipplo

LinkedIn employees

53

11 to 50 range

Open roles

no listings

Distinct roles

26

indexed titles

Tech stack

2

tools in use

Monthly traffic

448

organic / mo

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Top roles at Summit Financial Group, Llc

26 distinct titles indexed · top 10 shown.

  • 8financial advisor
  • 3executive assistant
  • 2financial advisor, cfp
  • 2financial planner
  • 2practice manager
  • 1,,
  • 1- ()
  • 1accounting coordinator
  • 1associate advisor
  • 1client services-practice manager
  • +16more titles

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