Summit Financial Group Inc
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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
Years of Experience
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Summit Financial Group Inc Brokerage Details
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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
Connor Ambrose Work History
Connor has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, Na
Victory Partners, LLC
Connor Ambrose has no disclosures.
Please visit their SEC profile for more details.