OUR PHILOSOPHY IS SIMPLE
SERVICING YOUR CLIENTS IS THE MOST IMPORTANT
THING TO YOU, AND SERVICING YOU, AS OUR CLIENT,
IS THE MOST IMPORTANT THING TO US.
Summit is the highest GDC per advisor region within Cetera Advisor Networks (“Networks”), which in turn, is the largest of the four broker-dealers comprising Cetera Financial Group (“CFG”). Networks has over 4,000 advisors operating from over 45 regions. CFG is the 2nd largest network of independent broker-dealers in the country with approximately 9,000 independent registered reps.
What sets Summit apart is service, and our commitment to maintain a culture among our home office associates to provide the highest standard in personalized boutique service to our financial professionals and their clients by leveraging the resources of CFG. Whether you are dually-registered or an IAR, we have a solution to meet your needs. Hear from President and Regional Director Marshall T. Leeds about how Summit was built on a commitment to you.
Our Broker-Dealer
Cetera Advisor Networks
Meet the Executive Management Team
(Click on Photo for More Information)
Meet the Sr. Management Team
(Click on Photo for More Information)
Meet the Advisor Transition Team
(Click on Photo for More Information)
Our Advisor Locations
What Are Summit’s Advisors Saying About Our Culture?
“This being our initial foray into the independent space, we couldn’t have found more engaging and collaborative partners as we have with the Summit team. Though enticed by the leadership of Marshall and Rob, its been the day to day interactions, cooperation, and collaborative relationships with all of the Summit and Cetera team that has made our transition successful.”
Larry Goldstein, California