Unclaimed Profile

Angela Marie Dowling

SUMMIT FINANCIAL CONSULTANTS, INC.·WESTLAKE VILLAGE, California

Series 65Clean record7 years registeredSUMMIT FINANCIAL CONSULTANTS, INC.

3075 TOWNSGATE RD., WESTLAKE VILLAGE, CA 91361CRD# 6601815Firm CRD# 134192

Profile Verification

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

Identity

Angela Marie Dowling · WESTLAKE VILLAGE, CA

Registration

CRD #6601815 · SUMMIT FINANCIAL CONSULTANTS, INC. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT FINANCIAL CONSULTANTS, INC.

SUMMIT FINANCIAL CONSULTANTS, INC.

May 2019 – Feb 2020

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 7, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL CONSULTANTS, INC.

CRD 134192 · SEC 801-85186

AUM

$264M

Regulatory assets under management

Employees

659 client accounts

Services offered by SUMMIT FINANCIAL CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT FINANCIAL CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Angela Marie Dowling offer?

Angela Marie Dowling specializes in Financial Planning, Investment Management, Wealth Management.

What are Angela Marie Dowling's credentials?

Angela Marie Dowling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Marie Dowling located?

Angela Marie Dowling is based in WESTLAKE VILLAGE, California, last registered with SUMMIT FINANCIAL CONSULTANTS, INC..

How does Angela Marie Dowling charge for services?

Angela Marie Dowling's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL CONSULTANTS, INC.?

SUMMIT FINANCIAL CONSULTANTS, INC. has approximately 9 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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