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Dawn Lloyd, JD, CFP®, CRPC®

Wealth Advisor

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Direct

Office

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CONTACT US

Phone

Fax

(480) 307-6422

Email

support@summitfinancialsolutions.com

Address

430 W Warner Rd, Ste 123

Tempe, AZ 85284

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Summit Financial Solutions are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary | Check the background of our financial professionals on FINRA’s BrokerCheck.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Summit Financial Solutions makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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