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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.
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.