Kyle Summers (CRD# 6570258) is an Investment Advisor Representative working at Creative Planning in Collingswood, NJ and has over 8 years of experience in the finance industry. Kyle Summers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning | Overland Park, KS | Apr 2021 - Current | 3 |
| Sullivan, Bruyette, Speros & Blayney, LLC | Mclean, VA | Sep 2017 - Apr 2021 | 3 |
| The Vanguard Group, Inc. | Malvern, PA | Oct 2015 - Sep 2017 | 1 |
| Bishop Photography | Bethlehem, PA | Oct 2016 - Oct 2016 | < 1 |
| Bishop Photo | Bethlehem, PA | Sep 2005 - Sep 2015 | 10 |
| St. Joseph's University | Philadelphia, PA | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
- NJ
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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