Summit Financial Group, LLC Employee Directory

Q: How many employees does Summit Financial Group, LLC have currently?

Summit Financial Group, LLC has approximately 52 employees.

Financial ServicesCalifornia, United States51-200 Employees

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm 

Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Find Summit Financial Group, LLC employees' phone numbers or email addresses

Summit Financial Group, LLC Global Highlights

North America
93

United States Of America
93

Summit Financial Group, LLC's Leadership

P. T.
Chief Information Officer
Mobile Phone
Email
R. P.
Chief Financial Officer
Mobile Phone
Email
J. M.
Vice President Chief Accounting Officer
Mobile Phone
Email
W. P.
Vice President Financial Consultant
Mobile Phone
Email
J. L.
President And Owner
Mobile Phone
Email
M. C.
President & Financial Planner
Mobile Phone
Email
B. R.
President
Mobile Phone
Email
J. L.
Owner
Mobile Phone
Email

Summit Financial Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Human Resources
Administrative
Other

Contact profiles from Summit Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

J. L.
President And Owner
Mobile Phone
Email
United StatesArkansas
Mar 24, 2026
M. C.
President & Financial Planner
Mobile Phone
Email
United StatesColorado
Feb 19, 2026
B. R.
President
Mobile Phone
Email
Oct 16, 2024
J. L.
Owner
Mobile Phone
Email
Oct 21, 2024
J. M.
Vice President Chief Accounting Officer
Mobile Phone
Email
Oct 22, 2024
M. L.
Financial Advisor And Founder
Mobile Phone
Email
Oct 22, 2024
P. T.
Chief Information Officer
Mobile Phone
Email
Oct 18, 2024
R. P.
Chief Financial Officer
Mobile Phone
Email
Oct 23, 2024
A. B.
Regional Vice President
Mobile Phone
Email
Oct 16, 2024
B. S.
Senior Vice President
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Summit Financial Group, LLC known for?

Summit Financial Group, LLC operates in the Financial Services industry. The company's main headquarters is located in 2633 Camino Ramon Suite 200 San Ramon, California United States; you can contact the main corporate office by phone at

+1-925-866-****

. Explore Summit Financial Group, LLC's company overview page for more information.

What is Summit Financial Group, LLC's most common email format?

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

How many employees does Summit Financial Group, LLC have currently?

Summit Financial Group, LLC has approximately 52 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Summit Financial Group, LLC's key employees and leadership?

As of March 2026, Summit Financial Group, LLC's key employees include:

Chief Information Officer: P. T.
Chief Financial Officer: R. P.
Vice President Chief Accounting Officer: J. M.
Vice President Financial Consultant: W. P.
President And Owner: J. L.

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