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Clear View Financial Services, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Clear View Financial Services, LLC is an independent financial services firm based in Port Charlotte, Florida. It delivers investment guidance through securities offered by Summit Brokerage Services, LLC, and advisory services through Summit Financial Group, Inc., which operates as a registered investment adviser. The three principal advisors bring more than 50 years of combined experience in the investment industry.

With a small team, the firm serves clients seeking professional, independent financial guidance and investment oversight. The organization positions itself within the financial services industry as a provider of both brokerage and advisory services through affiliated entities, highlighting its coordinated approach to helping clients navigate investment decisions.

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

Clear View Financial Services, LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Clear View Financial Services, LLC's Leadership

  • Stylized image of a person
    A. P.
    Telesales Agent
    Mobile Phone

Clear View Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Clear View Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. P.
    Telesales Agent
    Mobile Phone
    United KingdomCornwall
    Apr 25, 2025

Frequently Asked Questions

What is Clear View Financial Services, LLC known for?

Minus sign iconPlus sign iconClear View Financial Services, LLC was founded in 2009 operates in the Financial Services industry. 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?

Minus sign iconPlus sign iconClear 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?

Minus sign iconPlus sign iconClear View Financial Services, LLC has approximately 3 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

  • Telesales Agent: A. P.

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