Scott Summerlin, financial advisor Eagle ID

Scott Summerlin

CRD Number: 5304990
Current Firm: Pfg Advisors

Scott Summerlin (CRD# 5304990) is an Investment Advisor Representative working at Pfg Advisors in Eagle, ID and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Eagle, ID Sep 2020 - Current 3
Pfg Advisors Eagle, ID Sep 2020 - Current 3
Starlifter Wealth Management Boise, ID Mar 2015 - Current 9
Principal Life Ins Company Boise, ID Apr 2010 - Current 13
Principal Securities Inc. Boise, ID Mar 2016 - Sep 2020 4
Princor Financial Services Corporation Boise, ID Apr 2010 - Mar 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Scott W. Summerlin
Phone Number: (800) 405-8850
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    1,836
    MILLIONS
  • Total Number of Accounts
    9,045
    ACCOUNTS
  • Average Account Value
    $202,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

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