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Lance Wayne Hollingsworth

Summit Asset Management LLC

Memphis, TN

CRD 4373723

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Employer firm

Summit Asset Management LLC CRD 109606

$1.08B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • GENERAL CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Summit Asset Management Llc

5100 Wheelis Drive Suite 107, Memphis, TN 38117 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2005-06-09
TN RA APPROVED 2004-04-01
  • TX RA
    APPROVED_RES
    Since 2005-06-09
  • TN RA
    APPROVED
    Since 2004-04-01

Branch Locations

5100 Wheelis Dr. Suite 107, Memphis, TN 38117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Asset Management, Llc Memphis TN 03/2004 02/2021
Summit Asset Management, Llc Memphis TN 02/2021 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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