Summit Investment Advisors utilizes LPL Financial as its custodian.
Over $1 trillion in brokerage and advisory client assets, serviced or custodied
19,000+ financial professionals serviced by LPL
800+ financial institutions partner with LPL
LPL was ranked no. 466 on the Fortune 500 list in 20211
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
1 Data as of May 31, 2021. Fortune 500 ranks U.S. companies based on a review of the prior year’s total revenue and factors such as profits after taxes, year-end assets and total stockholders’ equity.