Andrew
Clark

Summit Financial Group Inc

CRD#1631784
Investment Advisor
in Washington, DC
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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

Series 65, Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

4360 Van Ness Street Northwest
Washington, DC 20016

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Summit Financial Group Inc Brokerage Details

Total Assets Under Management

$2,889,596,331

DC Average: $1,855,561,029
Total Number of Employees

353

DC Average: 62
Total Number of Accounts

15,944

DC Average: 2,474
Average Account Size

$181,234

DC Average: $750,025

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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.

2017 - Present (2 years)

Summit Brokerage Services, Inc

2015 - Present (4 years)

Persinger Planning

2015 - 2016 (1 year)

Vsr Financial Services, Inc

2015 - 2016 (1 year)

Vsr Advisory Services

2006 - 2015 (9 years)

Northwestern Mutual Investment Sercvices, LLC

1987 - 2015 (28 years)

Northwestern Mutual Investment Services, LLC

1986 - 2015 (29 years)

Northwestern Mutual Life Ins. Co

Disclosures

Andrew Clark has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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