Scott Michael Terry
Investment adviser representative at Summit Wealth and Retirement Partners
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$978.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Summit Wealth and Retirement PartnersJan 2019 to now
- Mutual Securities, Inc.Jan 2019 to Jun 2023
- Lincoln Financial Advisors CorporatoniJul 1997 to Jan 2019
- Lincoln Financial Advisors CorporationNov 1989 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summit Wealth and Retirement Partners
Legal name: Summit Wealth & Retirement Planning, Inc.
$978.1MAssets managed
354Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2009675
- Firm CRD
- 285972