Summit Financial Group Inc

Investment Advisor
in Dallas, TX
Are you Connor Ambrose? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Connor Ambrose is a certified financial planner working out of Dallas, Texas, with a total of 10 years of professional experience. Ambrose currently works for Summit Financial Group Inc. Throughout their career, Ambrose has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Victory Partners, LLC and Bank Of America, Na. Ambrose has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Summit Financial Group Inc is a firm operating out of Dallas, Texas. The investment advisory business has offices in 260 locations and a total of 374 advisors. It handles $3 billion in assets across its 14,864 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 14,864 accounts, 22% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a number 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 fees largely vary depending on which services the firm provides the client. Fee types billed by Summit Financial Group Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

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



Office Location

13155 Noel Road Suite 900
Dallas, TX 75240

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Summit Financial Group Inc Brokerage Details

Total Assets Under Management


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


TX Average: 62
Total Number of Accounts


TX Average: 2,474
Average Account Size


TX Average: $750,025

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Connor Ambrose Work History

Connor has 10 years of experience.

2010 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - Present (9 years)

Bank Of America, Na

2008 - 2009 (1 year)

Victory Partners, LLC


Connor Ambrose has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started