Our Team

Robert L. Avey

AIF®, ChFC®, CLU®, LUTCF®

Financial Advisor

[email protected] | 925.866.7800

Robert L. Avey is a seasoned financial advisor with more than 30 years of experience under his belt, 25 of which he served with Securian Financial Services. He strongly believes in creating a simplified, streamlined service. His professional motto is, “Do the right thing for the client, always.” Helping his clients understand what they need and how to best use what they have is a satisfying pursuit for Robert. When he hears “No one has ever explained it that way,” or “No one has ever brought that up,” he knows he is giving his clients the results they desire.

 

During his down time, Robert enjoys spending time with his wife, Martha, his children and grandchildren, as well as traveling, tending to his garden and spending the weekend looking for the next antique to add to his collection.

 

Robert holds CA Insurance Lic. 0746834. Robert is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. TR# 3226964 DOFU 09/2020.

 

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Check the background of this investment professional on FINRA BrokerCheck

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click the icon to learn more.

 

Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.

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