Scott Summerlin, financial advisor Boise ID
93 score

Scott Summerlin

CRD Number: 5304990
Current Firm: Principal Securities, Inc.

Scott Summerlin (CRD# 5304990) is an Investment Advisor Representative working at Principal Securities, Inc. in Boise, ID and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Starlifter Wealth Management Boise, ID Mar 2015 - Current 1
Principal Life Ins Company Boise, ID Apr 2010 - Current 6
Princor Financial Services Corporation Boise, ID Apr 2010 - Current 6
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
Hewlett Packard Boise, ID Aug 2001 - Aug 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Scott W. Summerlin
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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