Summit Financial Networks, Inc. Email Format

Financial ServicesFlorida, United States51-200 Employees

Summit Financial Networks, Inc. operates as a boutique financial services firm that supports a national network of roughly 350 financial advisors across about 200 offices in the United States. The organization emphasizes treating advisors as customers and delivering a high level of service and support to enable them to serve their clients effectively. Securities are offered through Cetera Wealth Services, LLC, and advisory services are provided through Cetera Investment Advisers LLC, with Cetera operating under separate ownership from Summit. Based in Boca Raton, Florida, Summit sits in the financial services industry as a mid-sized firm with a nationwide footprint. In December 2023, the company announced the hire of Peter Bell through LPL Financial LLC, marking a notable recent staffing development. Investment products distributed through Summit are not insured by FDIC or NCUSIF, may lose value, are not guaranteed, are not a deposit, and are not insured by any federal government agency.

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