Phillip Salter of Mobiloil Financial Group in Beaumont, TX recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*.
Salter, who has been servicing the needs of financial advisory clients for 25 years, was previously affiliated with LPL Financial, where he managed over $80 million in client assets. Mobiloil Financial Group is primarily focused on local credit unions and their members in the Beaumont, TX area.
“There are many reasons I joined Summit, including their hands on management, lower cost of doing business, and exceptional transition team. All of the home office associates are extremely helpful, professional, cheerful and ready to help at every juncture,” Salter said.
For more information on Summit Brokerage Services, visit www.joinsummit.com or contact us at (800) 354-5528.
About Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. is a Boca Raton, Florida-based financial services company that provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
Contact Person: Mindy Clapp
Company Name: Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address: firstname.lastname@example.org
Web site address: www.summitbrokerage.com
*Rated by REP magazine’s Independent Broker-Dealer Report Card.