Renee Summers (CRD# 4730605) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Island, NE and has over 12 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Grand Island, NE | Jul 2021 - Current | 2 |
| Waddell & Reed, Inc. | Grand Island, NE | Jun 2011 - Jul 2021 | 10 |
| Various Insurance Carriers For W & R Insurance Agencies | Central City, NE | Jun 2011 - Jul 2021 | 10 |
| David Mettenbrink | Grand Island, NE | Jun 2011 - Jul 2021 | 10 |
| Jeremy Ringlein | Grand Island, NE | Jun 2011 - Jul 2021 | 10 |
| Jeff Halloran | Grand Island, NE | Jun 2011 - Jul 2021 | 10 |
| Employment Enterprises Inc. | Manassas, VA | Jun 2011 - Jul 2021 | 10 |
| Cabelas | Grand Island, NE | Aug 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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