
Scott Summerlin (CRD# 5304990) is an Investment Advisor Representative working at Principal Securities, Inc. in Boise, ID and has over 10 years of experience in the finance industry.
CRD# 2682236
Buffington Mohr Mcneal
Score
103

CRD# 2532837
American Independent Securities Group, LLC
Score
101

CRD# 2974298
Rathbone Warwick Investment Management
Score
101
Company Name | Location | Dates | Years |
---|---|---|---|
Starlifter Wealth Management | Boise, ID | Mar 2015 - Current | 3 |
Principal Life Ins Company | Boise, ID | Apr 2010 - Current | 8 |
Princor Financial Services Corporation | Boise, ID | Apr 2010 - Current | 8 |
Us Air Force | Meridian, ID | May 1990 - Jun 2010 | 20 |
Waddell & Reed Inc. | Boise, ID | Aug 2007 - Apr 2010 | 2 |
Various Insurance Carriers For W & R Insurance Agencies | Meridian, ID | Aug 2007 - Apr 2010 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- ID
-
Total Assets Under Management1,916MILLIONS
-
Total Number of Accounts17,630ACCOUNTS
-
Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.