Sean SummersCRD 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 3 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Private Managment Group||Irvine, CA||Jun 2012 - Current||5|
|Full-time Student||Long Beach, CA||Sep 2002 - Jun 2014||11|
|Dove Canyon Golf Club||Dove Canyon, CA||Jul 2010 - Sep 2010||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management2,474MILLIONS
Total Number of Accounts5,040ACCOUNTS
Average Account Value$490,780
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, HI, ID, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OR, TX, UT, VA, WA