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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.

Find Summit Financial Networks, Inc. employees' phone numbers or email addresses

Summit Financial Networks, Inc. Global Highlights

Location
Employees

North America
181

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  • United States Of America
    181

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Summit Financial Networks, Inc.'s Leadership

  • Registered Representative at Summit Financial Networks, Inc.
    K. L. H.
    Registered Representative
    Mobile Phone
  • Sales Marketing Associate at Summit Financial Networks, Inc.
    C. C.
    Sales Marketing Associate
    Mobile Phone
  • Insurance Agent at Summit Financial Networks, Inc.
    G. P.
    Insurance Agent
    Mobile Phone
  • Financial Planner at Summit Financial Networks, Inc.
    L. K.
    Financial Planner
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    C. E.
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    E. R.
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    J. H.
    Mobile Phone
  • Employee at Summit Financial Networks, Inc.
    K. K. W.
    Mobile Phone

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
Location
Last Update
  • Employee at Summit Financial Networks, Inc.
    S. F.
    Mobile Phone
    Oct 18, 2024
  • Employee at Summit Financial Networks, Inc.
    T. M. G.
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Summit Financial Networks, Inc. known for?

Minus sign iconPlus sign iconSummit Financial Networks, Inc. was founded in 1993 and operates in the Financial Services industry. You can contact Summit Financial Networks, Inc.'s 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?

Minus sign iconPlus sign iconSummit Financial Networks, Inc. employees' email format typically follows the pattern of FLast@summitbrokerage.com. 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?

Minus sign iconPlus sign iconSummit Financial Networks, Inc. has approximately 84 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

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

  • Registered Representative: K. L. H.
  • Sales Marketing Associate: C. C.
  • Insurance Agent: G. P.
  • Financial Planner: L. K.
  • : C. E.

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