Record number of advisors qualify and attend Summit’s Retreat to the Atlantis Resort in The Bahamas
The number of elite advisors calling the boutique broker-dealer home continues to grow.
Summit Advisor, Justin Goodbread, CFP®, CEO of Heritage Investors, accepted into Forbes Finance Council
Summit is pleased to announce that one of its advisors, Justin Goodbread, CFP®, CEO of Heritage Investors and Editor in Chief for Financiallysimple.com, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.
Financial advisor Sheldon Smith of Memphis, TN, has recently joined Summit Brokerage Services, Inc.
Summit Brokerage Services announced today that it has been recognized for its outstanding industry contribution in Transition Support at the Second Annual WealthManagement.com Industry Awards.