Noah
Valdez
Summit Financial, LLC
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About this Advisor
Noah Valdez is a financial advisor based in Leesburg, Virginia, working with Summit Financial, LLC. Noah has previously held positions at Cambridge Investment Research Inc, Agm Institute, United Bank, George Mason University, Riverside High School, Tuscarora High School, and Summit Financial, LLC. Noah has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and Virginia. Currently, Noah is part of Summit Financial, LLC, which operates out of Leesburg, Virginia. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Noah Valdez Work History
Summit Financial, LLC
Summit Financial, LLC
Cambridge Investment Research Inc
Cambridge Investment Research Inc
Agm Institute
United Bank
George Mason University
Riverside High School
Tuscarora High School
Disclosures
Please visit the SEC profile of Noah Valdez 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, LLC
Parsippany, NJ
Parsippany, NJ
Leesburg, VA
Farmington, MI
Landing, NJ
Adelphia, NJ
Parsippany, NJ
Parsippany, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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