Omar Shalabi (CRD# 2777244) is an Investment Advisor Representative working at Summit Financial Group Inc. in Columbia, SC and has over 19 years of experience in the finance industry. Omar Shalabi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackridge Asset Management | Jupiter, FL | May 2018 - Current | 5 |
| Peak Brokerage Services | Jupiter, FL | May 2018 - Current | 5 |
| Summit Financial Services | Columbia, SC | Nov 2010 - Apr 2018 | 7 |
| Summit Financial Group | Columbia, SC | Nov 2010 - Apr 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management187MILLIONS
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Total Number of Accounts853ACCOUNTS
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Average Account Value$218,708
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