Michael SummersCRD Number: 1268277
Current Firm: Raymond James & Associates, Inc.
Michael Summers (CRD# 1268277) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Wayne, IN and has over 33 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Raymond James & Associates, Inc.||St. Petersburg, FL||Sep 1999 - Current||18|
|Roney & Company||Ft. Wayne, IN||Apr 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Aug 1995|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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