Edward Scott Campbell

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 10/2025
  Lpl Financial Llc
  Dublin, OH
• 09/2023 → 01/2026
  Brass Tax Wealth Management, Llc
  Cincinnati, OH
• 03/1996 → 10/2025
  Global Financial Partners, Llc
  Dublin, OH
• 10/2025 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 10/2025 → Present
  Private Client Services
  Dublin, OH

Previous Registrations

• 2023-09-28 → 2025-12-22
  Brass Tax Wealth Management
  Dublin, OH
  Cincinnati, OH
• 2018-02-14 → 2023-12-22
  Lpl Financial Llc
  Dublin, OH
  Dublin, OH
  Dublin, OH
  Columbus, OH
  Miamisburg, OH
• 2006-07-11 → 2018-02-14
  Invest Financial Corporation
  Cincinnati, OH
  Westerville, OH
  Appleton, WI
  Dublin, OH
  Westerville, OH
• 2003-02-18 → 2006-07-10
  Mutual Service Corporation
  Westerville, OH

Other Businesses

1) Summit Financial, LLC. 4 Campus Drive, Parsippany, NJ. 165 hrs/mo; 7 during trading hrs. 2) Highland Capital Brokerage. 1 Farm Glen Blvd, Farmington, CT 06032. Life insurance, LTC, Disability insurance. Agent. 5 hrs/mo; 0 during trading hrs. Not investment related. 3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Campbell Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-29
• S63 Uniform Securities Agent State Law Examination
  1997-09-29

Other Names

• E. Scott Campbell
• Scott Campbell