Investment Advisor: Summit Capital Advisors
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Company: Summit Capital Advisors
Contact: Mark Haller
2200 North 30th Street, Suite 202
Tacoma, Washington, 98403
Phone: (253) 589-1401
Fax:
(253) 589-1442
Website: http://www.summitcapitaladvisors.net
As a fee-only Washington State registered investment advisory firm, Summit Capital Advisors (Summit) provides Wealth Advisory Services that include Comprehensive Financial Planning and Investment Management to soon-to-be affluent[1], nearly affluent and w
Serves Counties: Grays harbor (WA), King (WA), Pierce (WA), Snohomish (WA), Thurston (WA)
License #: 3208653
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: Years
Designations: CFP, LUTCF
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type: Series 6,Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Summit Capital Advisors is a Registered Investment Advisor.
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