Making a major career change is an exciting time. At Summit, our goal is to help you every step of the way as you prepare to take advantage of the opportunities made available by opening a Summit office. Upon joining the firm, you will have an entire transition team dedicated to taking you through the process, from licensing and registration, to transferring your clients' accounts and to establishing your office. Summit's transition team's main focus is your satisfaction. From our perspective, no transition is complete unless and until your new business is up and running at 100%.
Summit offers a platform that allows independent financial advisors to grow their practice the way they want to - by taking control of their careers and increasing their earnings at the same time.
We have created an environment designed to attract the best financial advisors and more importantly, keep them.
All independent broker dealers provide similar payouts and products. The real difference is the level and quality of service provided to the firms' advisors. At Summit, we recognize that servicing your clients it the most important thing you do, and servicing you is the most important thing we do.