linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Diane Kathrine Taylor

Summit Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Diane? Claim Your Profile

About Diane Kathrine Taylor

Diane Taylor is a financial advisor with Summit Financial, LLC based in Livingston, NJ. Diane has over 20 years of experience in the financial services industry. Diane holds the Series 7, Series 2, Series 63, and SIE licenses. Diane is also a Certified Financial Planner. Diane specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Summit Financial, LLC is an independent Registered Investment Advisor (RIA). The firm offers a wide range of financial planning and investment management services to individual and institutional clients. The firm's goal is to help clients achieve their financial goals through personalized investment strategies.

Firm Information

Diane Taylor is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Diane Taylor’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (LIVINGSTON NJ)

NJ

05/24/2017 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

Not sure if Diane Kathrine Taylor is right for you?

Licenses & Designations

BC

Issued 06/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/11/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diane Kathrine Taylor.
Not sure if Diane Kathrine Taylor is right for you?