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Stephen Lynn Garrett

Summit Financial, LLC

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About Stephen Lynn Garrett

Stephen Garrett is a financial professional with over 30 years of experience in the industry. Stephen currently works at Summit Financial, LLC. Stephen is also registered with FINRA and has a Series 7, Series 63, and SIE license. Stephen provides financial planning, portfolio management for individuals, and pension consulting services. Stephen is a licensed agent for fixed insurance products for both PKS Financial and Summit Financial DBA Garrett, Perkins, & Horton Advisory Partners. Stephen Garrett is committed to helping clients reach their financial goals.

Firm Information

Stephen Garrett 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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Stephen Garrett’s Registration & Firm History

AL

01/17/2024 - Present

Summit Financial, LLC (BIRMINGHAM AL)

AL

05/16/1991 - 01/16/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Birmingham AL)

MN

05/16/1991 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Stephen Lynn Garrett. Review regulatory record here.
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