Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure describes wrap fee programs offered by Summit. The amount a financial advisor is compensated may vary and may be more than what the financial advisor would receive if paid separately for investment advice and such other services. Financial advisors have a financial incentive to recommend a Program over other investment advisory services provided by Summit. Clients should speak with their Financial Advisor regarding this conflict.
Areas of Practice
Advisor Information
Office location
Oceanside, CA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is an Investment Advisor Representative (IAR) with Summit Financial, Inc., dedicating full-time hours to advising clients. Andrea also offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company, and earns compensation based on sales.