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Mark Taylor Dulworth

Summit Financial, LLC

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About Mark Taylor Dulworth

Mark Dulworth is a financial advisor with Summit Financial, LLC. Mark has been in the financial industry for over 14 years. Mark has a wide range of experience in providing financial advice and services, including financial planning and portfolio management. Mark is licensed to conduct business in Texas as both a Broker and an Investment Advisor Representative. In addition to working with Summit Financial, LLC, Mark is also the President of Dulworth & Co Inc., where he is involved in insurance sales. Mark is committed to providing his clients with personalized financial advice and services that are tailored to their individual needs.

Firm Information

Mark Dulworth 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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Mark Dulworth’s Registration & Firm History

TX

09/23/2024 - Present

Summit Financial, LLC (HOUSTON TX)

TX

07/13/2010 - 06/28/2019

LEGACY ASSET SECURITIES, INC. (HOUSTON TX)

TX

11/01/2005 - 06/28/2010

NFP SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/15/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Taylor Dulworth.
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