Andrew Michael Dickens

Summit Wealth Partners, LLC

16 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Summit Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

776 clients

Average Client Portfolio

$812K average

Assets Under Management

$629.7M

Fee Structure

Location

800 N. Orange Avenue, Suite 302, Orlando, FL, 32801

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History

Regulatory History (1)

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Criminal

August 1996

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Andrew is an agent/solicitor for Summit Asset Protection Group, LLC, selling fixed insurance and annuities, dedicating about 10-20% of his time. He is also a managing shareholder of Legacy Business Design LLC and a partner in Tax and Business Solutions LLC, dedicating minimal time and nearly full-time hours, respectively.

Employment History

Current Registrations

Summit Wealth Partners, LLC

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

Summit Wealth Partners, LLC

February 2014 - August 2016 · 2 yrs 6 mos

Signator Investors, INC.

August 2013 - January 2014 · 5 mos

Signator Investors, INC.Broker

June 2009 - January 2014 · 4 yrs 7 mos

Intersecurities, INC.Broker

February 2009 - February 2009 · 0 mos

State Registrations3 states

FLILNC

Advisor

Exams

No exam information available for this advisor.