Oceanside, CA
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Andrea is an Investment Advisor Representative (IAR) with Summit Financial, Inc., dedicating full-time hours to advising clients. Andrea also offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company, and earns compensation based on sales.