Neil
Westerman
Summit Wealth Management Group, Inc
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About this Advisor
Neil Westerman is a financial advisor based in Camarillo, California, working with Summit Wealth Management Group, Inc. Neil has previously held positions at Lincoln Financial Advisors, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Summit Wealth Management Group, and Lpl Financial LLC. Neil has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Neil 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
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Fee Structure
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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
Neil Westerman Work History
Summit Wealth Management Group
Lpl Financial LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Lincoln Financial Advisors
Disclosures
Please visit the SEC profile of Neil Westerman 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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