Nicole K. LeeNew Accounts Coordinator
Phone: 925.866.7800 Nicole Lee is our New Accounts Coordinator. She is responsible for processing all new brokerage, annuity, and life insurance applications and for monitoring the underwriting process. A graduate from UC Santa Barbara with a degree in Business/Economics, Nicole holds a CA Insurance license #0F57333 and a real estate license #01736541 and resides in Pleasant Hill. Born and raised in Ukiah, she enjoys golfing, water sports, sporting events, and spending time with her family and friends. 
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2000 Crow Canyon Place Suite 450 Phone: 925.866.7800 |
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583 . (925) 866-7800 or (866) 945-2699.
Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Summit Financial Group is independently owned & operated.
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.