Advisors Vote Summit as the Top Rated Independent Broker-Dealer in its Category for the Second Time.
Boca Raton, Florida, March 9, 2016 – Summit Brokerage Services Inc., a top ranked broker-dealer, is proud to announce that it has been voted as the overall highest-rated independent broker dealer among firms with less than 1,000 financial advisors by WealthManagement.com’s 2016 Independent Broker-Dealer Report Card.
In the magazine’s sixth annual Broker-Dealer Report Card, between Jan. 11, 2016 and Feb. 10, 2016, WealthManagement.com emailed invitations to participate in an online survey to print subscribers and advisors in the Meridian-IQ database at over 80 independent broker-dealers. Firms were rated on a scale of 1 (unacceptable) to 10 (outstanding). Summit garnered an overall advisor satisfaction score of 9.8 out of a possible 10. This achievement marks the third consecutive time Summit has received a score at this level or higher.
Summit received the top score across all broker-dealers in six of the seven categories, including: Compensation & Benefits, Compliance, Operational Support & Service, Practice Support & Professional Development, Product Offerings and Technology.
“The first time Summit was voted as the highest-rated independent broker-dealer in its category, I said we would not become complacent. This award is a testament to all of Summit’s associates that show their dedication and hard work in supporting our advisors and their practices. To all our advisors, including those who participated in the voting, let me offer my sincere thanks. We continually strive to further our mission of treating our financial advisors as our customers by providing them with the same level of boutique service and support that they provide to their clients. I believe this ranking continues to validate Summit’s position as a leading Independent Boutique Broker-Dealer in the Country,” said Marshall Leeds, President and Chief Executive Officer of Summit Brokerage.
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 is part of Cetera Financial Group. Summit Brokerage 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.
Summit Brokerage Services, Inc.
595 S. Federal Highway, #500
Boca Raton, FL 33432
*Rated by REP magazine’s 2014 Independent Broker-Dealer Report Card.