Summit Brokerage Recruits Advisors with Over $55M in AUM | Summit
Boca Raton, FL, April 14, 2015 – Financial advisors Roland and Joan Smith of Eagle Equities in Glen Burnie, MD, have recently joined Summit Brokerage Services, Inc., the #1 Independent Boutique Broker-Dealer in the Country*.
Together, Roland and Joan have been servicing the needs of clients for over 30 years and manage over $55 million in client assets. Eagle Equities offers estate planning and investment advice for multi-generational families and takes great pride in providing a complete package for their clients.
“I joined Summit so that I could spend more time with our clients rather than spending a great deal of time on regulation and compliance having our own broker-dealer. Since I started our own firm in 1981, the regulatory environment has become quite burdensome. I think Summit was an excellent fit for us. This relationship will allow me to continue to service my clients while relieving me of burdensome duties,” Roland Smith said.
For more information on Summit Brokerage Services, contact us at 800.354.5528.
About Summit Brokerage Services, Inc.
Summit Brokerage Services is part of Cetera Financial Group. Summit Brokerage provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
About Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit www.ceterafinancialgroup.com.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities, The Legend Group and Summit Brokerage Services.
*Rated by REP magazine’s Independent Broker-Dealer Report Card.
Summit Brokerage Services, Inc.
595 S. Federal Highway, #500
Boca Raton, FL 33432