Unclaimed Profile

Dustin Ryan Dockter

SUMMIT WEALTH MANAGEMENT GROUP, INC.·CAMARILLO, California

SIE, Series 7, Series 66CFPClean record15 years registeredSUMMIT WEALTH MANAGEMENT GROUP, INC.

400 CAMARILLO RANCH ROAD, CAMARILLO, CA 93012CRD# 5847431Firm CRD# 170029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dustin Ryan Dockter · CAMARILLO, CA

Registration

CRD #5847431 · SUMMIT WEALTH MANAGEMENT GROUP, INC. · 15 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Jun 2026 – present

LPL FINANCIAL LLC

Aug 2020 – present

LPL FINANCIAL LLC

Dec 2010 – present

MARINER ADVISOR NETWORK

Dec 2021 – Jun 2026

Camarillo, CA

SUMMIT WEALTH MANAGEMENT GROUP, INC.

Mar 2014 – Dec 2021

CAMARILLO, CA

LPL FINANCIAL LLC

Dec 2010 – Oct 2015

MONTEREY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 3, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT WEALTH MANAGEMENT GROUP, INC.

CRD 170029 · SEC 801-110950

AUM

$155M

Regulatory assets under management

Employees

470 client accounts

Services offered by SUMMIT WEALTH MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT WEALTH MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Dustin Ryan Dockter offer?

Dustin Ryan Dockter specializes in Financial Planning, Investment Management. Contact their office in CAMARILLO, California for a consultation.

What are Dustin Ryan Dockter's credentials?

Dustin Ryan Dockter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dustin Ryan Dockter located?

Dustin Ryan Dockter is based in CAMARILLO, California, working with SUMMIT WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.

How does Dustin Ryan Dockter charge for services?

Dustin Ryan Dockter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT WEALTH MANAGEMENT GROUP, INC.?

SUMMIT WEALTH MANAGEMENT GROUP, INC. has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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