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Sarah Russell Haizlip

Summit Asset Management LLC

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About Sarah Russell Haizlip

Sarah Haizlip is an Investment Advisor Representative with Summit Asset Management LLC. Sarah has been in the industry since 1980, and is registered with the states of Florida and Tennessee. She specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Summit Asset Management LLC is based in Memphis, TN, and has over $851 million in assets under management. The firm primarily serves individuals, families, and charitable organizations.

Firm Information

Sarah Haizlip 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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Sarah Haizlip’s Registration & Firm History

TN

01/01/2025 - Present

Summit Asset Management LLC (MEMPHIS TN)

NA

10/11/1989 - 11/28/1998

PROGRESSIVE CAPITAL SECURITIES CORPORATION

TN

02/22/1983 - 09/28/1989

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NA

04/25/1980 - 12/28/1982

INTERSTATE SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 01/30/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Russell Haizlip.
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