CHARLES DAVID KONCZ is an investment adviser representative (IAR) with state registration records since 1995, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC, SUMMIT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT PLANNING GROUP, LLC | 2026-06-05 | present | Yes |
| LPL FINANCIAL LLC | 2024-06-12 | present | Yes |
| OSAIC FS, INC. | 2017-11-06 | 2024-06-13 | — |
| SUMMIT ASSET MANAGEMENT, LLC | 1999-10-14 | 2024-08-24 | — |
| INDEPENDENT ADVISERS GROUP CORP | 1997-06-24 | 2007-04-13 | — |
| SUMMIT PLANNING GROUP, LLC | 1995-08-24 | 2024-12-31 | — |