SEC CRD #801-114377
Home LBellWealth.com Home Specialization The Summit Advantage Contact Home Specialization The Summit Advantage Contact Larry Bell, MBA, CFP Private Wealth Advisor With over 2 decades of experience as a Financial Advisor, Larry and his team of experts follow a collaborative approach to wealth management, putting their clients personal and professional goals at the forefront. brokercheck.finra.org/ Investment advisory and financial planning services offered through Summit Financial, LLC an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC , Headquartered at 18 Corporate Wood Blvd., Albany, NY 12211 ("PKS"). PKS and Summit Financial, LLC are not affiliated companies. SummitFinancial.com Tel. 973-285-3600. Fax. 973-285-3666. Larry Bell, MBA, CFP Summit Financial, LLC. 4 Campus Drive, 2nd Floor Parsippany, NJ 07054 Hours M-F: 8am - 5pm Telephone 973-285-3591 FORM CRS ADV 2A Privacy Notice BCP Wrap Fee LBELLWEALTH.COM Home Specialization The Summit Advantage Contact Home Specialization The Summit Advantage Contact
ANTHONY MCELYNN
CHIEF COMPLIANCE OFFICER
📞 (973) 285-3600
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AUM
$22.5B
Location
PARSIPPANY, NJ
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