Sean Summers, financial advisor Irvine CA

Sean Summers

CRD Number: 6118416
Current Firm: Private Management Group Inc.

Sean Summers (CRD# 6118416) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Managment Group Irvine, CA Jun 2012 - Current 11
Full-time Student Long Beach, CA Sep 2002 - Jun 2014 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Sean A. Summers
Phone Number: 949-752-7500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,510
    MILLIONS
  • Total Number of Accounts
    6,222
    ACCOUNTS
  • Average Account Value
    $564,182
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CT, FL, GA, HI, IA, ID, IL, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

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