NFLPA Registered Player Financial Advisor

Registered Investment Advisor

Clarity · Transparency · Commitment

Discover the potential of an informed perspective.
7Summit Advisors combines data with insight, ideas with experience, to craft the most advantageous plan.

About 7Summit

About 

Our Standards

Standards

The Team

Team

Twitter Updates

@7summitadvisors

Twitter Updates

Our Process

Process

My Portfolio

Portfolio

our culture

Culture

Pro Athlete’s Blog

Blog

#StopCancer

Contact

Our Services

We’ll help you manage your financial portfolio and these types of investments.

stock market chart

Exchange-Listed Stocks

international stock markets

Foreign Stocks and Bonds

financial data on screen

Corporate Bonds

municipal construction worker

Municipal Bonds

financial graphs

Mutual funds and ETFs

US dollar bill

United States Government Bonds

financial graphs

Private Debt Funds

handshake

Options Contracts on Stocks

We Work with Diverse Clients

house

Families

We help families and family-owned businesses.

football, basketball, baseball

College and Professional Athletes

We can help protect income earned early in an athlete’s career.
briefcase

Working Professionals

Are you too busy with your career to manage your portfolio? We can help.

NFLPA Eligibility Requirements for Advisors

The eligibility requirements for advisors include, but are not limited to, the following:

  1. Bachelor’s degree from an accredited university.
  2. Every Applicant shall be a CERTIFIED FINANCIAL PLANNER™ (CFP®) and/or a Chartered Financial Analyst® (CFA).
  3. Minimum of eight (8) years of licensed experience (qualifying licenses include FINRA series licenses, Attorney, CPA or an insurance license).
  4. Fidelity bonding and professional liability insurance coverage as indicated in Section Two II D of the Regulations.
  1. No civil, criminal or regulatory history related to fraud.
  2. No pending customer complaints or litigation at the time of application.
  3. Must not maintain custody of player funds unless deemed a qualified custodian.