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Peter James Roland

Summit Financial, LLC

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About Peter James Roland

Peter James Roland is a financial advisor associated with Summit Financial, LLC. Peter has been in the industry since 1987. Peter has the Series 6, 7, and 22 securities licenses and the Series 63 state license. Peter is also a Certified Financial Planner. Peter has been a professor at DeSales University since 1991 and at Kutztown University since 2016. Peter is also the founder of Kaboo Consulting, LLC.

Firm Information

Peter Roland 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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Peter Roland’s Registration & Firm History

PA

07/18/2024 - Present

Summit Financial, LLC (HARLEYSVILLE PA)

TX

09/14/1987 - 08/06/1996

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 09/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

BC

Issued 09/04/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/19/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter James Roland.
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