He was previously affiliated with United Planners’ Financial Services, where he managed over $20 million in client assets. Barbernell brings 26 years of industry experience servicing each client’s unique financial position.
“I joined Summit for numerous reasons, including their home office associates’ approach to servicing reps, their innovative practice management support and resources to allow me to acquire practices and expand my business,” Barbernell said.
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.