Thomas Beaupre
Investment adviser representative at Summit Financial, LLC
16 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm in business
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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
16 years in the industry.
- Summit Financial, LLCJun 2025 to now
- Orange Peach LineMar 2010 to now
- Cambridge Investment Research Advisors, IncOct 2020 to Jun 2025
- Cambridge Investment Research, Inc.Apr 2018 to Jun 2025
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 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
- 6943046
- Firm CRD
- 299322