An independent financial services firm with securities offered through Summit Brokerage Services, LLC, member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. a Registered Investment Advisor. The three principal advisors of Clear View Financial Services have over 50 years of combined investment industry experience. To learn more about the value of true independence, contact our office.
View Top Employees from Clear View Financial Services, LLC| Website | http://www.clearviewfs.com |
| Revenue | $436000 |
| Employees | 8 (8 on RocketReach) |
| Founded | 2009 |
| Address | 1502 Kings Highway Suite 300, Port Charlotte, Florida 33980, US |
| Phone | (941) 206-8500 |
| Fax | (941) 206-8501 |
| Technologies |
JavaScript,
HTML,
PHP
+9 more
(view full list)
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| Industry | Financial Services, Credit Cards & Transaction Processing, Finance |
| Web Rank | 38 Million |
| Competitors | Fulcrum Wealth Advisors, JLB Wealth Management Group LLC, Legacy Wealth, LLC, Stockade Wealth Management |
| SIC | SIC Code 738 Companies, SIC Code 73 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 522 Companies, NAICS Code 52232 Companies, NAICS Code 522320 Companies, NAICS Code 5223 Companies |
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Clear View Financial Services, LLC Questions
The Clear View Financial Services, LLC annual revenue was $436000 in 2024.
8 people are employed at Clear View Financial Services, LLC.
Clear View Financial Services, LLC is based in Port Charlotte, Florida.
The NAICS codes for Clear View Financial Services, LLC are [52, 522, 52232, 522320, 5223].
The SIC codes for Clear View Financial Services, LLC are [738, 73].
Top Clear View Financial Services, LLC Employees
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Douglas Young
Partner, Senior Financial Advisor at Clear View Financial Services, LLC
Punta Gorda, FL, US11 -
21
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25+
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12
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ViewOrhan Kaynarca
Certified Financial Planner at Clear View Financial Services, LLC
Sydney, New South Wales, Australia
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