Summit advisory team attends the annual Charles Schwab IMPACT conference
Las Vegas, Nevada - October 29, 2007 -- Marking the 20th anniversary of Schwab Institutional, every advisor of the firm attended the four-day event held at the Mandalay Bay Hotel in Las Vegas. The annual event is the largest of its kind in the industry and attracted over 3,800 registered investment advisors from across the country. The educational content covers virtually every area of importance for the industry such as investment management, compliance, technology and practice management. It offers continuing education for both certified financial planners and certified public accountants.
Rafael Velez
Summit Financial Advisors, LLC moves its main office
San Mateo, California - July 1, 2007 -- Summit Financial moved its offices to a new location in the Borel Financial Center to accommodate the growth of additional advisory and service staff. Working closely with the Borel Estate Company, a unique space was designed in January 2007 and delivered in June 2007.
LPL acquires Mutual Service Corporation
Boston, Massachusetts - March 1, 2007 -- LPL Financial Services, the nations leading independent brokerage firm, announced a definitive agreement to purchase Mutual Service Corporation. LPL’s success has been built through an unwavering commitment to our financial advisors and a relentless focus on providing them with an outstanding platform of investment products and services, which enables them to render, independent investment counsel to their more than 2.5 million client accounts.
Summit Financial Advisors announces a partnership with Fidelity Institutional Wealth Services
Boston, Massachusetts –February 4, 2007 – Summit Financial Advisors, a San Mateo based wealth management firm for individuals, has formed a strategic relationship with Fidelity Institutional Wealth Services to provide custodial services to its asset management clients.
“Our firm’s annual best execution analysis drove us to establish this relationship”, said William Fisher, a senior Investment Adviser. “In addition to the speed and quality of Fidelity’s execution, we were attracted to their full range of products, services and online capabilities as a wonderful choice for many of our clients.”
William Fisher joins Summit Financial Advisors as an Investment Adviser
San Mateo, California – February2, 2007 – Summit Financial Advisors, LLC is proud to announce the addition of William Fisher as an Investment Adviser to its advisory team. Summit clients will benefit tremendously from his 18 years of experience providing investment advice and securities analysis.
