Dean R Barnacle
Investment adviser representative at Summit Financial, LLC
14 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
14 years in the industry.
- Pks InvestmentsAug 2024 to now
- Summit Financial, LLCJun 2021 to now
- Equitable Advisors, LLCOct 2020 to Jun 2021
- UnemployedJun 2020 to Sep 2020
- RBC Capital Markets, LLCApr 2019 to Sep 2019
- Royal Bank of CanadaFeb 2019 to Oct 2019
- University of RichmondSep 2016 to May 2020
- Data Online LLCJun 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7113381
- Firm CRD
- 299322