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Katherine Adams is a financial advisor professional located in Exeter, NH. They specialize in financial advisory.
Katherine Adams - Summit Wealth Group Llc holds an active professional license (FINRA CRD) for your protection.
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Katherine Adams operates Summit Wealth Group LLC in Exeter, New Hampshire, providing financial advisory services. She holds a FINRA CRD license (number 4171657), which governs her practice in the financial services industry. The business focuses on wealth management and financial planning for clients seeking professional guidance on investment and asset strategies.
Katherine Adams's FINRA CRD (Central Registration Depository) license indicates she is registered with the Financial Industry Regulatory Authority and authorized to conduct securities business. This registration means she has met regulatory requirements, passed required examinations, and is subject to ongoing compliance and supervision by FINRA. For clients, this license signals that she operates under established industry standards and regulatory oversight designed to protect investors. Her registration allows her to offer investment advice and manage securities-related financial matters within FINRA's regulatory framework.