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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 with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. a Registered Investment Advisor.The Representative associated with this site is registered to conduct business in the following states: TX.

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