Roger Summers, financial advisor Fort Wayne  IN

Roger Summers

CRD Number: 1360759
Current Firm: Haley & Summers Wealth Management, Inc.

Roger Summers (CRD# 1360759) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne , IN and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Fort Wayne, IN Jul 1992 - Current 31
Summers Financial Services, Inc. Fort Wayne, IN Feb 1984 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Roger C. Summers
Phone Number: 260-437-0254
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $1,295,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IN

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