Larisa
Roth
Summit Financial
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About this Advisor
Larisa Roth is a financial advisor based in Hunt Valley, Maryland, working with Summit Financial. Larisa has previously held positions at M&T Bank, Summit Investment Advisors LLC Dba Summit Financial, and Lpl Financial LLC. Larisa has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Larisa is part of Summit Financial, which operates out of Hunt Valley, Maryland. The firm has 9 employees and manages assets totaling $196.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Summit Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial Brokerage Details
$196,515,262
9
519
$378,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Larisa Roth Work History
Lpl Financial LLC
Summit Investment Advisors LLC Dba Summit Financial
M&T Bank
Disclosures
Please visit the SEC profile of Larisa Roth 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 Financial
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
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