Jimmie SummersCRD Number: 1467286
Current Firm: Waddell & Reed
Jimmie Summers (CRD# 1467286) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 34 years of experience in the finance industry.
Leonard Investment Advisors Inc.
|Waddell & Reed, Inc.||Tulsa, OK||Jan 2020 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Tulsa, OK||Jan 2020 - Current||1|
|Waddell & Reed, Inc.||Tulsa, OK||Dec 2019 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Tulsa, OK||Dec 2019 - Current||1|
|Midfirst Investment Services||Tulsa, OK||Dec 2017 - Current||3|
|1219 North Detroit Ave LLC||Tulsa, OK||Dec 2015 - Current||5|
|426 East Latimer Court LLC||Tulsa, OK||Nov 2015 - Current||5|
|2115 North Owasso Ave LLC||Tulsa, OK||Jun 2015 - Current||5|
|2319 West Oklahoma St LLC||Tulsa, OK||Sep 2012 - Current||8|
|824 North 23rd West Ave LLC||Tulsa, OK||Aug 2010 - Current||10|
|2544 E 30th St N LLC||Tulsa, OK||Jul 2010 - Current||10|
|1356 North Martin Luther King Blvd LLC||Tulsa, OK||May 2010 - Current||10|
|1625 East 31st Place North LLC||Tulsa, OK||Jun 2007 - Current||13|
|1520 North Frankfort Ave LLC||Tulsa, OK||Jul 2006 - Current||14|
|207 East Marshall Place, LLC||Tulsa, OK||May 2005 - Current||15|
|Midfirst Bank||Tulsa, OK||Dec 2017 - Jan 2020||2|
|Cetera Investment Services LLC||St Cloud, MN||Dec 2017 - Jan 2020||2|
|Cetera Investment Advisers LLC||Tulsa, OK||Dec 2017 - Jan 2020||2|
|Midfirst Investment Services||Tulsa, OK||Dec 2017 - Jan 2020||2|
|Bokf, Na||Tulsa, OK||Feb 1997 - Dec 2017||20|
|Bok Financial Securities, Inc.||Tulsa, OK||Feb 1997 - Nov 2017||20|
|Bosc, Inc.||Tulsa, OK||Feb 1997 - Nov 2017||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
|S65||NASAA Investment Advisors Law Examination||Jul 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management26,947MILLIONS
Total Number of Accounts180,314ACCOUNTS
Average Account Value$149,446
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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