What departments does Summit Financial Networks, Inc. have?

Summit Financial Networks, Inc. has employees across 2 departments including Marketing, Banking.

What is the largest department at Summit Financial Networks, Inc.?

The largest department at Summit Financial Networks, Inc. is Marketing with 1 employees.

Where are Summit Financial Networks, Inc. employees located globally?

Summit Financial Networks, Inc. has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Summit Financial Networks, Inc.'s team size changed over time?

Summit Financial Networks, Inc.'s team has decreased from approximately 69 to 68 employees based on available data.

Summit Financial Networks, Inc. Employee Directory

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.

Summit Financial Networks, Inc. Global Highlights

North America
181

United States Of America
181

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Summit Financial Networks, Inc.'s Leadership

D. D.
Vice President Investments
Mobile Phone
Email
K. L. H.
Registered Representative
Mobile Phone
Email
C. C.
Sales Marketing Associate
Mobile Phone
Email
G. P.
Insurance Agent
Mobile Phone
Email
L. K.
Financial Planner
Mobile Phone
Email
C. E.
Mobile Phone
Email
E. R.
Mobile Phone
Email
J. H.
Mobile Phone
Email

Summit Financial Networks, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Community & Social Services
Finance
Other

Contact profiles from Summit Financial Networks, Inc.

Name

Title

Contact Info

Location

Last Update

L. F.
Mobile Phone
Email
Oct 23, 2024
M. Y.
Mobile Phone
Email
Jul 07, 2024
M. R.
Mobile Phone
Email
Jul 07, 2024
M. M.
Mobile Phone
Email
Oct 16, 2024
M. M.
Mobile Phone
Email
Jul 08, 2024
P. S.
Mobile Phone
Email
Oct 23, 2024
R. B.
Mobile Phone
Email
Dec 30, 2023
R. F.
Mobile Phone
Email
Jul 07, 2024
R. C.
Mobile Phone
Email
Jul 28, 2023
S. F.
Mobile Phone
Email
Jul 07, 2024

Frequently Asked Questions

What is Summit Financial Networks, Inc. known for?

Summit Financial Networks, Inc. was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-561-338-****

. Explore Summit Financial Networks, Inc.'s company overview page for more information.

What is Summit Financial Networks, Inc.'s most common email format?

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

How many employees does Summit Financial Networks, Inc. have currently?

Summit Financial Networks, Inc. has approximately 87 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Summit Financial Networks, Inc.'s key employees and leadership?

As of July 2026, Summit Financial Networks, Inc.'s key employees include:

Vice President Investments: D. D.
Registered Representative: K. L. H.
Sales Marketing Associate: C. C.
Insurance Agent: G. P.
Financial Planner: L. K.

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Summit Financial Networks, Inc. Employee Directory

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