Helping individuals, families and small businesses create, grow and preserve wealth since 1995.

Summit Brokerage Services (Summit)

Summit Brokerage Services (Summit)

Summit Brokerage Services (Summit), a Boca Raton, Florida-based full-service brokerage firm is a premier national independent broker-dealer with client assets held at First Clearing, LLC and Pershing, LLC.

Through my alliance with Summit, we offer a wide variety of financial products and services, including stock and bond trading, mutual funds, insurance products (including annuities and life insurance), managed money accounts, self-directed IRAs, 401(k) plans, and a variety of other products and services.  

First Clearing, LLC, a non-bank affiliate of Wells Fargo & Company, and Pershing, LLC, a subsidiary of Bank of New York Mellon, separately carry customer accounts for Summit.  Both First Clearing and Pershing are members of the New York Stock Exchange.  Client assets are protected up to $500,000 (of which $250,000 may be cash) by the Securities Investor Protection Corporation (SIPC), and, through either First Clearing or Pershing, we are able to provide additional commercial coverage of the remaining net equity balance, if any, in your accounts at no charge.  This coverage does not protect against losses from changes in the market values on investments.

Texas Coast Financial Services is an independent firm.  Securities offered through Cetera Advisor Networks LLC, Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. a Registered Investment Advisor.  Cetera and Summit are affiliated and under separate ownership from any other named entity.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at

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