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VerifiedFinancial Services· Founded 1986

Summit Wealth Management Group, Inc

We provide objective financial planning and investment advice, based on a thorough understanding of clients' unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals. The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member SIPC (sipc.org). Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial. The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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HeadquartersCamarillo, United StatesEmployees5(1 to 10)Annual revenue$1M to <$10MFounded year1986Websiteyoursummitwealth.comLinkedIn profileLinkedIn

Verified contacts

4

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Summit Wealth Management Group, Inc

4 distinct titles indexed · top 4 shown.

  • 1administrative manager
  • 1certified financial plannertm registered investment advisor representative (iar)
  • 1client services associate
  • 1wealth advisor

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