Mary Ann SummaCRD Number: 1422097
Current Firm: Raymond James & Associates, Inc.
Mary Ann Summa (CRD# 1422097) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boca Raton, FL and has over 31 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Raymond James & Associates||Boca Raton, FL||Jul 2014 - Current||3|
|Deutsche Bank Securities Inc.||Palm Beach, FL||Mar 2012 - Jul 2014||2|
|Morgan Stanley Smith Barney||Boca Raton, FL||Jun 2009 - Mar 2012||2|
|Citigroup Global Markets Inc.||Boca Raton, FL||Oct 1988 - Jun 2009||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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