Carla
Mulford
Summit Wealth Management Group, Inc
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About this Advisor
Carla Mulford is a financial advisor based in Camarillo, California, working with Summit Wealth Management Group, Inc. Carla has previously held positions at Lpl Financial LLC and Summit Wealth Management Group, Inc. Carla has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Carla is part of Summit Wealth Management Group, Inc, which operates out of Camarillo, California. The firm has 2 employees and manages assets totaling $154.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Summit Wealth Management Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Summit Wealth Management Group, Inc Brokerage Details
$154,854,107
2
470
$329,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Carla Mulford Work History
Lpl Financial LLC
Summit Wealth Management Group, Inc
Disclosures
Please visit the SEC profile of Carla Mulford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Wealth Management Group, Inc
Camarillo, CA
Camarillo, CA
Camarillo, CA
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