Andrew
Dickens
Summit Wealth Partners, LLC
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About this Advisor
Andrew Dickens is a financial advisor who works in Orlando, Florida who has 7 years of relevant experience. Dickens is currently employed by Summit Wealth Partners, LLC. Over the course of their career, they have held roles at Jhfn Sii, Summit Wealth Partners, Inc, Summit Wealth Partners, LLC and Summit Asset Protection Group, LLC. Dickens has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Summit Wealth Partners, LLC is a firm that has its headquarters in Orlando, FL. It has offices in five locations and a total of 20 advisors. It has $566 million in total assets across its 2,090 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,090 accounts, just 14% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Summit Wealth Partners, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Wealth Partners, LLC Brokerage Details
$565,716,969
20
2,090
$270,678
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
Andrew has been registered as a financial advisor for 7 years.*
Summit Wealth Partners, LLC
Summit Asset Protection Group, LLC
Summit Wealth Partners, Inc
Jhfn Sii
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
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Fort Myers, FL
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Orlando, FL
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Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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