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Summit Financial Advisors, LLC

  •   109 Baldwin Avenue, San Mateo, CA 94401
  •  Direct: 650-357-9410
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  •   19 Fourth Street, Petaluma, CA 94952
  •  Direct: 707-206-6000
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Form ADV Part 2A   Form ADV Part 3 CRS

Summit Financial Advisors, LLC is an SEC Registered Investment Adviser. The financial advisors at Summit Financial Advisors, LLC are also registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC. Investment Advice offered through Summit Financial Advisors, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, MD, MN, NC, NH, NJ, NV, NY, TX, VI,  and WA.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

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