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
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Total Assets Under Management1,916MILLIONS
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Total Number of Accounts17,630ACCOUNTS
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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
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