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Summit Financial

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LPL Financial Form CRS

Professionals associated with Summit Financial may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of  Summit Financial Group, and not affiliated with LPL Financial. Tax related services offered through Summit Financial Group DBA Summit Financial. Summit Financial Group is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services.

The financial consultants with Summit Financial are registered representatives with, and Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. BROKER CHECK.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IN, KS, KY, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI.

LPL Financial Form CRS

 

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