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John Norfleet Laughlin

Summit Asset Management LLC

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About John Norfleet Laughlin

John Norfleet Laughlin is a financial advisor associated with Summit Asset Management LLC. John is registered with the state of Tennessee and Texas. John has been in the industry for 24 years. John holds the Series 7 and Series 63 licenses. John is a Certified Financial Planner™. John is a member of the Investment Committee for the Second Presbyterian Church Foundation and the Investment Committee for the Metropolitan Inter-Faith Association (MIFA) Endowment. John provides financial planning, portfolio management for individuals and businesses, pension consulting, and other advisory services.

Firm Information

John Laughlin is currently registered with Summit Asset Management LLC. Summit Asset Management LLC, headquartered in Memphis, TN, is an investment advisor specializing in providing financial planning, pension consulting, and portfolio management services for individuals, corporations, and charitable organizations. The firm manages a total of $851,437,015 in regulatory assets, serving over 1,470 clients. Summit Asset Management LLC is also known for its selection of other advisors, contributing to a comprehensive approach to client financial well-being.
Summit Asset Management LLC

5100 WHEELIS DRIVE

MEMPHIS, TN 38117

$851.44M

Assets Under Management

Not reported

Total Clients

6

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consultations

General consultations

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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percentage of assets

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

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John Laughlin’s Registration & Firm History

TN

06/07/2022 - Present

Summit Asset Management LLC (MEMPHIS TN)

TN

11/28/1997 - 09/16/1999

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

BC

Issued 12/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Norfleet Laughlin.
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