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Disclaimer

Disclosure

WARRANTIES & DISCLAIMERS

 

There are no warranties implied.

Blue Summit Financial Group, Inc. d/b/a Blue Summit Wealth Management (“RIA Firm”) is a registered investment adviser located in La Mesa, CA. Blue Summit Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Blue Summit Wealth Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Blue Summit Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Blue Summit Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Blue Summit Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Blue Summit Wealth Management, please contact the state securities regulators for those states in which Blue Summit Wealth Management maintains a registration filing. A copy of Blue Summit Wealth Management’s current written disclosure statement discussing Blue Summit Wealth Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Blue Summit Wealth Management upon written request. Blue Summit Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Blue Summit Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

 

 

25 Years of Service Clarification

Blue Summit Financial Group, Inc. d/b/a Blue Summit Wealth Management (“RIA Firm”) has operated as a Registered Investment Advisor since 2015. Prior and/or concurrently to operating Blue Summit Wealth Management RIA the management personnel at Blue Summit Wealth Management has been associated directly with the following financial firms:

  • 2013-2018 Cetera Advisors, LLC

  • 2012-2012 Multi-Financial Securities Corporation

  • 2009-2012 Pacific West Financial Consultants, Inc.

  • 2009-2012 Pacific West Securities, Inc.

  • 2005-2008 Cambridge Investment Research, Inc.

  • 2005-2008 Cambridge Investment Research Advisors, Inc.

  • 2001-2008 Cambridge Investment Research, Inc.

  • 1999-2005 First Affirmative Financial Network, LLC

  • 1993-2001 Walnut Street Securities, Inc.

  • 1995-1999 Walnut Street Advisors, Inc.

  • 1993-1995 First Affirmative Financial Network, Inc.