Erik Randall

from Summit Wealth Group LLC
SEC regulated
Regulated Investment Advisor
Erik Randall is a financial advisor based in Vermont, White River Junction, with 13 years of experience. Erik currently works for Summit Wealth Group LLC. Erik maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Erik Randall works at Summit Wealth Group LLC
Summit Wealth Group LLC is a financial advisory firm based in White River Junction, Vermont. It currently has approximately $499,675,083 of assets under management and employs about 11 people. Summit Wealth Group LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
205 Billings Farm Road, Suite 2a, White River Junction, Vermont, 5001

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