Aaron Summers (CRD# 6133112) is an Investment Advisor Representative working at Cary Street Partners in Wytheville, VA and has over 11 years of experience in the finance industry.
CRD# 2762026
Raymond James Financial Services Advisors, Inc.
CRD# 5934327
Edward Jones
CRD# 4339995
Roger R. Bell & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cary Street Partners LLC | Wytheville, VA | Oct 2022 - Current | 1 |
| Cary Street Partners Investment Advisory LLC | Wytheville, VA | Oct 2022 - Current | 1 |
| Luxon Asset Management | Richmond, VA | Aug 2017 - Oct 2022 | 5 |
| Cary Street Partners Investment Advisory LLC | Richmond, VA | Oct 2012 - Oct 2022 | 10 |
| Cary Street Partners LLC | Richmond, VA | Oct 2012 - Oct 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- NC
- VA
-
Total Assets Under Management6,977MILLIONS
-
Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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