Todd SummersCRD Number: 5976818
Current Firm: Edward Jones
Todd Summers (CRD# 5976818) is an Investment Advisor Representative working at Edward Jones in Devine, TX and has over 6 years of experience in the finance industry.
Richardson Financial, Inc.
Usaa Financial Planning Services
Ssn Advisory, Inc.
|Edward Jones||St Louis, MO||Sep 2011 - Current||6|
|Oasis Home Builders||Chesapeake, VA||Jun 2011 - Sep 2011||< 1|
|Enviro Tech Services||Universal City, TX||Feb 2010 - Jun 2011||1|
|Triquest Equity Management||Chesapeake, VA||Jan 2007 - Feb 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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