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Terry Lewis
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Work Experience
Financial Coach
Present
Company Details
Summit Financial Networks is a boutique firm serving 400 financial advisors operating from 250 offices throughout the United States. To join Summit, call 800.354.5528 or visit us at www.summitfn.com. Summit is different from other firms: By treating our financial advisors as our customers, and providing them with the same level of service and support that they provide to their clients, Summit’s management team and employees have built an organization that makes our financial advisors want to call Summit their home. Summit Financial Networks is a region of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services offered through Cetera Investment Advisers LLC and some offered through Summit Financial Group, Inc., registered investment advisers. 595 S Federal Hwy, Suite 500 Boca Raton, FL, 33432 800.354.5528
Year Founded
1993
Social Media
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
595 South Federal Highway Suite 500 Boca Raton, Florida 33432, US
Keywords
investment advisorywealth managementlife insurancegreeting cardsmanage portfoliosinvestment advisory servicesbrokerage and advisoryplanning stocksimple servicinglife insurance planning
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