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George Malcolm Blenner

Summit Financial Advisors, LLC

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About George Malcolm Blenner

George Blenner is an Investment Advisor Representative with Summit Financial Advisors, LLC. George has been in the industry for 20 years. George is registered with the state of Pennsylvania and New Jersey. George earned their Series 65 and is also a Certified Financial Planner™. George is also a staff pharmacist at CVS.

Firm Information

George Blenner is currently registered with Summit Financial Advisors, LLC. Summit Financial Advisors, LLC is an investment advisor based in [Main Office City], [Main Office State]. The firm provides financial planning, investment consulting services, and educational seminars to individuals and high-net-worth individuals.

Not reported

Assets Under Management

104

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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investment consulting services

Investment consulting services

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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George Blenner’s Registration & Firm History

PA

07/29/2009 - Present

Summit Financial Advisors, LLC (DOYLESTOWN PA)

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Licenses & Designations

IA

Issued 12/20/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Malcolm Blenner.
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