Peter Jonathan Valles
Investment Adviser Representative at SUMMIT FINANCIAL, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
Summit Financial, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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