About Academy Wealth Management Group

financial services firm JP TurnerWe are a full-service financial firm committed to helping people pursue their financial goals. As an independent branch office of Summit Brokerage, we have access to a wide range of financial products and services for individuals and business owners. We believe the financial information we provide will better enable you to identify your goals and make sound decisions to help reach them.

Please call us if you have any questions about Academy Wealth Management Group, Summit Brokerage, or the range of financial products and services we provide.

Summit Brokerage Services, Inc. formed a strategic relationship with Pershing, LLC to execute, clear and custody the assets of our advisor’s clients. Collectively as a strong partner with Pershing, Summit is able to deliver innovative products and services to our professional financial advisors and clients throughout the United States.

Pershing’s 70 year history and financial stability as a subsidiary of BNY Mellon, provides Summit with the comfort, assurance and strength in being affiliated with one of the leading financial institutions in the world.

Your account is protected.

SIPC® Coverage
Pershing is a member of the Securities Investor Protection Corporation (SIPC®). As a result, securities in client accounts are protected up to $500,000 (including a maximum of $250,000 for claims for uninvested cash awaiting reinvestment). For details, please see www.sipc.org

SIPC coverage does not protect against loss due to market fluctuation of investments.

Academy Wealth Management Group is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRA and SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment advisor. Summit and Cetera are under separate ownership from any other named entity.