Summit Brokerage Recruits Advisor with $50M in AUM

Summit Brokerage Recruits Advisor with $50M in AUMFinancial advisor David Bryan in Chattanooga, TN has recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*.

 

He was previously affiliated with AXA Advisors, LLC, where he managed $50 million in client assets. David brings 35 years of industry experience and specializes in life insurance products. His practice provides his clients with a complimentary policy review as an added value.

 

“I joined Summit because it is a boutique firm which compliments the unique level of service we render to our clients,” Bryan said. Further, he related he was extremely pleased with the speed and efficiency of his transition from AXA. “My transition was spearheaded by an experienced and dedicated Transition Specialist from Summit and my practice was back up and running in no time.”

 

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.

Media Contact

Contact Person: Mindy Clapp
Company Name:  Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address: mclapp@summitbrokerage.com
Web site address: www.summitbrokerage.com

 

*Rated by REP magazine’s Independent Broker-Dealer Report Card.

 

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