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Summit Brokerage Services Welcomes New Advisors

The following advisors have recently joined Summit Brokerage Services, the #1 Boutique Broker-Dealer in the Country* for two years in a row.

 
PRLog - Nov. 14, 2011 - BOCA RATON, Fla. -- Summit Brokerage Services located in Boca Raton, Florida has recruited Ian James of Baton Rouge, LA.  He was previously affiliated with Raymond James where he managed over $65 million in client assets.

John Watson of Osage Beach, MO has joined Summit Brokerage Services located in Boca Raton, Florida. He was previously affiliated with JW Cole where he managed over $25 million in client assets.

Summit Brokerage Services located in Boca Raton, Florida has recruited Michael Fallentine of Santa Rosa, CA.  He was previously affiliated with RBC Wealth Management where he managed over $25 million in client assets.

Hal Lippman of Coral Springs, FL has joined Summit Brokerage Services located in Boca Raton, Florida. He was previously affiliated with Cambridge where he managed over $20 million in client assets.

About Summit Brokerage Services, Inc.

Summit Brokerage Services, Inc. is a Florida-based financial services company that 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.

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Contact Email:
***@summitbrokerage.com Email Verified
Source:Summit Brokerage Services
Phone:561.338.2770
Zip:33064
City/Town:Boca Raton - Florida - United States
Industry:Business, Finance, Insurance
Tags:independent financial advisors, summit brokerage, independent broker dealer, investment advisor, independent advisors
Shortcut:prlog.org/11723494
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