TrueAdvisor
TrueAdvisor
BT
BT

Bradley David Towle

Summit Wealth Partners, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Summit Wealth Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
776 clients
Average Client Portfolio
$812K average
Assets Under Management
$629.7M

Fee Structure

Location

999 Vanderbilt Beach Road, Suite 609, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No 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.

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Employment History
Current Registrations
Summit Wealth Partners, LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Summit Wealth Partners, LLC
January 2013 - August 2016 · 3 yrs 7 mos
Genesis Wealth Advisors, LLC
September 2011 - February 2012 · 5 mos
Genesis Capital Advisors, INC.
October 2009 - February 2012 · 2 yrs 4 mos
J.p.morgan Securities INC.
May 2009 - August 2009 · 3 mos
J. P. Morgan Securities INC.
September 2006 - July 2008 · 1 yr 10 mos
Jpmorgan Securities INC
September 2006 - September 2006 · 0 mos
State Registrations8 states
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Advisor
Exams
No exam information available for this advisor.