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Frank Lawrence Vanore

Summit Financial, LLC

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About Frank Lawrence Vanore

Frank Lawrence Vanore is a financial advisor with over 35 years of experience in the financial services industry. Frank is currently registered with Summit Financial, LLC and has been with the firm since November 2018. Prior to that, Frank was with Summit Equities, Inc. from March 1983 to September 2018. Frank holds the Series 7 and Series 63 licenses and has a strong background in providing financial planning and investment advice to individuals and businesses. Frank is committed to helping his clients achieve their financial goals and has a proven track record of success.

Firm Information

Frank Vanore 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Frank Vanore’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (PARSIPPANY NJ)

NJ

03/01/1983 - 09/25/2018

SUMMIT EQUITIES, INC. (RED BANK NJ)

MA

01/02/1988 - 04/20/1990

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

05/06/1983 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

NA

03/01/1983 - 10/21/1983

CIGNA SECURITIES, INC.

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Licenses & Designations

BC

Issued 01/09/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank Lawrence Vanore.
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