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Abigail Lechthaler Hurlburt

SUMMIT WEALTH GROUP LLC·WHITE RIVER JUNCTION, Vermont
SIE, Series 7, Series 63, Series 65CFPClean record24 years registeredSUMMIT WEALTH GROUP LLC
205 BILLINGS FARM ROAD, WHITE RIVER JUNCTION, VT 05001CRD# 4011742Firm CRD# 282205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abigail Lechthaler Hurlburt · WHITE RIVER JUNCTION, VT
Registration
CRD #4011742 · SUMMIT WEALTH GROUP LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT WEALTH GROUP LLC
Feb 2016 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Sep 2013 – Jan 2016
WHITE RIVER JUNCTION, VT
BAYSTATE WEALTH MANAGEMENT
Jan 2011 – Oct 2013
OVERLAND PARK,, KS
NEW ENGLAND SECURITIES CORPORATION
Aug 2010 – Oct 2013
WOODSTOCK, VT
VERAVEST INVESTMENT ADVISORS, INC.
Sep 2001 – Jul 2003
CHARLESTOWN, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 14, 2001
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT WEALTH GROUP LLC
CRD 282205 · SEC 801-107026
AUM
$516M
Regulatory assets under management
Employees
10
1,137 client accounts
Services offered by SUMMIT WEALTH GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT WEALTH GROUP LLC →
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Frequently Asked Questions

What services does Abigail Lechthaler Hurlburt offer?
Abigail Lechthaler Hurlburt specializes in Financial Planning, Investment Management. Contact their office in WHITE RIVER JUNCTION, Vermont for a consultation.
What are Abigail Lechthaler Hurlburt's credentials?
Abigail Lechthaler Hurlburt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Abigail Lechthaler Hurlburt located?
Abigail Lechthaler Hurlburt is based in WHITE RIVER JUNCTION, Vermont, working with SUMMIT WEALTH GROUP LLC. Their office serves clients in the WHITE RIVER JUNCTION metropolitan area and surrounding communities.
How does Abigail Lechthaler Hurlburt charge for services?
Abigail Lechthaler Hurlburt'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 GROUP LLC?
SUMMIT WEALTH GROUP LLC has approximately 10 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT WEALTH GROUP LLC

Thomas Gates Wagner
WHITE RIVER JUNCTION, VT
CFPChFC
Erik Matthew Potts
WHITE RIVER JUNCTION, VT
CFP
Thomas Colt Hartman
WHITE RIVER JUNCTION, VT
CFP

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