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Michael Anthony Sigmon

Summit Financial Partners, Inc.

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About Michael Anthony Sigmon

Michael Sigmon is a financial advisor with Summit Financial Partners, Inc. Michael is based in Glen Allen, Virginia and has been in the financial services industry since 2012. Michael holds the Series 6 license, and is a Certified Financial Planner. Michael's experience includes working for NYLIFE SECURITIES LLC from 2012 to 2014. Michael also holds a Series 6 license.

Firm Information

Michael Sigmon is currently registered with Summit Financial Partners, Inc.. Summit Financial Partners, Inc. is an investment advisor with approximately $124,518,239 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Summit Financial Partners, Inc. has a total of 465 client accounts.

$124.52M

Assets Under Management

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Michael Sigmon’s Registration & Firm History

VA

08/19/2019 - Present

Summit Financial Partners, Inc. (GLEN ALLEN VA)

VA

12/08/2012 - 06/20/2014

NYLIFE SECURITIES LLC (GLEN ALLEN VA)

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Licenses & Designations

BC

Issued 12/07/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Anthony Sigmon.
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