Summit Financial Group Inc
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About this Advisor
Andrew Clark is a certified financial planner and chartered financial consultant based in Washington, D.C., who has been in the industry for 32 years. Clark is an employee of Summit Financial Group Inc. Clark has gained experience at Vsr Financial Services, Inc, Northwestern Mutual Life Ins. Co, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Investment Sercvices, LLC, Vsr Advisory Services, Persinger Planning and Summit Brokerage Services, Inc. Clark holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington, D.c. and Virginia. Summit Financial Group Inc is a firm that has its headquarters in Washington, D.C. The investment advisory business has offices in 260 locations and a total of 374 people on staff. It administers $3 billion in assets across its 14,864 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 32 charities and foundations. Of its 14,864 customer accounts, 22% are held by high-net-worth investors who have at least $1 million in assets. Summit Financial Group Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely depend on which services the firm provides the client. Fee types charged by Summit Financial Group Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Summit Financial Group Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Clark Work History
Andrew has 32 years of experience.
Summit Brokerage Services, Inc
Vsr Financial Services, Inc
Vsr Advisory Services
Northwestern Mutual Investment Sercvices, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Ins. Co
Andrew Clark has disclosures.
Please visit their SEC profile for more details.