Andrew
Dickens
Summit Wealth Partners, LLC
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About this Advisor
Andrew Dickens is a financial advisor based in Orlando, Florida, working with Summit Wealth Partners, LLC. Andrew has previously held positions at Summit Wealth Partners, Inc, Summit Wealth Partners, LLC, Tax And Business Solutions LLC, and Summit Asset Protection Group, LLC. Andrew has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida, Illinois, and North Carolina. Currently, Andrew is part of Summit Wealth Partners, LLC, which operates out of Orlando, Florida. The firm has 4 offices and 19 employees. The firm manages assets totaling $629.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Summit Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth Partners, LLC Brokerage Details
$629,505,333
19
2,167
$290,496
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Andrew Dickens Work History
Tax And Business Solutions LLC
Summit Wealth Partners, LLC
Summit Asset Protection Group, LLC
Summit Wealth Partners, Inc
Disclosures
Please visit the SEC profile of Andrew Dickens 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 Partners, LLC
Orlando, FL
Fort Myers, FL
Naples, FL
Orlando, FL
Naples, FL
Naples, FL
Naples, FL
Orlando, FL
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