Andrea Orlando
Andrea Orlando is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Oceanside, CA, with 40 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,393 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
Oceanside, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is an Investment Advisor Representative (IAR) with Summit Financial, Inc., dedicating full-time hours to advising clients. Andrea also offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company, and earns compensation based on sales.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Financial Resources INC
Summit Equities INC
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Summit Equities, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Bogseth, CFPOsaic Wealth, INC.
- Katelynne Conser, CFPEdward Jones
- Matthew Wiegele, ChFCNavy Federal Investment Services, LLC
- Zackery Bertrand, CFPOsaic Wealth, INC.
- Bryan Skoruppa, CFPSchwab Wealth Advisory, INC.
- John Cho, ChFCState Farm Investment Management CORP.