Clear View Financial Services, LLC Employee Directory

Q: What is Clear View Financial Services, LLC known for?

Clear View Financial Services, LLC was founded in 2009. Clear View Financial Services, LLC operates in the Financial Services industry.

Financial ServicesFlorida, United States2-10 Employees

An independent financial services firm with securities offered through Summit Brokerage Services, LLC, member FINRA, SIPC.  Advisory services offered through Summit Financial Group, Inc. a Registered Investment Advisor.  The three principal advisors of Clear View Financial Services have over 50 years of combined investment industry experience.  To learn more about the value of true independence, contact our office.

Find Clear View Financial Services, LLC employees' phone numbers or email addresses

Clear View Financial Services, LLC Global Highlights

North America
6

United States Of America
6

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

Clear View Financial Services, LLC's Leadership

D. Y.
Partner, Senior Financial Advisor
Mobile Phone
Email
N. B.
Manager
Mobile Phone
Email
D. D. J.
Financial Advisor
Mobile Phone
Email
A. P.
Telesales Agent
Mobile Phone
Email
S. W.
Financial Advisor
Mobile Phone
Email

Clear View Financial Services, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Clear View Financial Services, LLC

Name

Title

Contact Info

Location

Last Update

D. Y.
Partner, Senior Financial Advisor
Mobile Phone
Email
United StatesFlorida
Nov 16, 2025
N. B.
Manager
Mobile Phone
Email
United StatesNew York
Sep 17, 2024
D. D. J.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Jan 28, 2026
A. P.
Telesales Agent
Mobile Phone
Email
United KingdomCornwall
Apr 25, 2025
S. W.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Jul 19, 2023

Frequently Asked Questions

What is Clear View Financial Services, LLC known for?

Clear View Financial Services, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1502 Kings Highway Suite 300 Port Charlotte, Florida United States. Explore Clear View Financial Services, LLC's company overview page for more information.

What is Clear View Financial Services, LLC's most common email format?

Clear View Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clear View Financial Services, LLC email formats with LeadIQ.

How many employees does Clear View Financial Services, LLC have currently?

Clear View Financial Services, LLC has approximately 3 employees as of February 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Clear View Financial Services, LLC's key employees and leadership?

As of February 2026, Clear View Financial Services, LLC's key employees include:

Partner, Senior Financial Advisor: D. Y.
Manager: N. B.
Financial Advisor: D. D. J.
Telesales Agent: A. P.
Financial Advisor: S. W.

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