Summit Brokerage Services Voted as the #1 Independent Broker-Dealer
Boca Raton, FL – Summit Brokerage Services, the #1 independent broker-dealer in the country**, is proud to announce that it has been voted as the overall highest-rated independent broker-dealer in WealthManagement.com’s 2018 Independent Broker-Dealer Report Card.
In the magazine’s 8th annual Broker-Dealer Report Card, between January and February of 2018, WealthManagement.com emailed invitations to participate in an online survey to print subscribers and advisors in the Meridian-IQ database at over 80 independent broker-dealers. Firms were rated on a scale of 1 (unacceptable) to 10 (outstanding). Summit garnered an average score of 9.9 out of a possible 10 in all categories. This achievement marks the fourth time Summit has received scores at this level or higher.
Summit received the top score across all broker-dealers in all four categories, including Compensation & Benefits, Compliance Support, Operational Support & Service, and Technology.
President and Chief Executive Officer of Summit Brokerage, Marshall Leeds said, "I am proud of all the associates at Summit for continuing to set and maintain a standard of excellence when it comes to serving our financial advisors and their offices. I want to thank them all for their hard work and persistence. As our profession continues to evolve at a high pace with compliance and technology in the new fiduciary era, this is applying additional pressure on all the brokerage firms’ resources to adapt to these changes. It is an enormous accomplishment for Summit to continue to provide this level of service to our advisors under these circumstances. I believe this ranking continues to validate Summit’s position as one of the leading Independent Broker-Dealers in the Country.”
For more information on Summit Brokerage Services, visit www.joinsummit.com or 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 firms empowering the delivery of professional 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 service provider 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 CETERA.COM.
* "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. All firms are members FINRA / SIPC.
# # #
**Industry related publication