Stephen Summerlin, financial advisor Gainesville FL
96 score

Stephen Summerlin

CRD Number: 1443406
Current Firm: Certified Advisory Corp

Stephen Summerlin (CRD# 1443406) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 15 years of experience in the finance industry. Stephen Summerlin 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.

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Professional Designations
Company Name Location Dates Years
Pinnacle Insurance & Financial Services Gainesville, FL Nov 2013 - Current 3
Maitland Securities, Inc. Altamonte Springs, FL Jun 2013 - Current 3
Accordia Life & Annuity Gainesville, FL Oct 2006 - Current 10
Certified Advisory Corp Altamonte Springs, FL Nov 2001 - Current 15
Summerlin Financial Advisors, Inc. Gainesville, FL Jul 2000 - Current 16
Transam Securities, Inc. Altamonte Springs, FL Nov 1998 - Current 18
Child Evangelism Fellowship Gainesville, FL Nov 2013 - Feb 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Stephen G. Summerlin
Phone Number: 407-869-9800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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