Erik
Randall
Summit Wealth Group LLC
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About this Advisor
Erik Randall is a financial advisor working out of White River Junction, Vermont. Randall works at Summit Wealth Group LLC. The advisor has gained experience at Cambridge Investment Research Advisors, Inc, Summit Wealth Group LLC, Cambridge Investment Research, Inc and Summit Wealth Group, LLC. Randall has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Vermont. Summit Wealth Group LLC is a firm that has its headquarters in White River Junction, VT. It has a total of 11 employees. It oversees $500 million in assets under management among its 1,351 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,351 customer accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets. Summit Wealth Group LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically depend on which service is offered. However, fees charged by Summit Wealth Group LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Wealth Group LLC Brokerage Details
$499,675,083
11
1,351
$369,856
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Erik Randall Work History
Erik has been registered as a financial advisor for 0 years.*
Summit Wealth Group, LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Summit Wealth Group LLC
*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 Erik Randall 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 Group LLC
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
Exeter, NH
White River Junction, VT
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