Kris
Persinger

Summit Financial Group Inc

CRD#1741875
Investment Advisor
in Washington, DC
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About this Advisor

Kris Persinger is a certified financial planner who is based out of Washington, D.C. Currently a registered advisor at Summit Financial Group Inc, they have accumulated 10 years of work experience as a financial advisor. Persinger has Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Persinger is able to serve customers in Washington, D.C. and Texas. Throughout their career, they have worked at Vsr Financial Services, Inc, Vsr Advisory Services, Persinger Planning, LLC, Summit Financial Group Inc and Summit Brokerage Services, Inc. Summit Financial Group Inc is headquartered in Washington, D.C., and operates out of 260 other offices throughout the nation. In total, Summit Financial Group Inc oversees $3 billion in assets dispersed across 14,864 accounts and retains more than 374 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 4,097 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 22% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Summit Financial Group Inc offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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 St Nw
Washington, DC 20016

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Summit Financial Group Inc Brokerage Details

Total Assets Under Management

$3,349,580,639

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

374

DC Average: 62
Total Number of Accounts

14,864

DC Average: 2,474
Average Account Size

$225,349

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

Kris Persinger Work History

Kris has 10 years of experience.

2016 - Present (3 years)

Summit Financial Group Inc

2016 - Present (3 years)

Summit Brokerage Services, Inc

2008 - 2016 (8 years)

Vsr Financial Services, Inc

2008 - 2016 (8 years)

Vsr Advisory Services

2008 - Present (11 years)

Persinger Planning, LLC

Disclosures

Kris Persinger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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