Summer CavalierCRD Number: 3157787
Current Firm: Lockwood Advisors Inc.
Summer Cavalier (CRD# 3157787) is an Investment Advisor Representative working at Lockwood Advisors Inc. in King Of Prussia, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Pershing Llc - Lockwood||King Of Prussia, PA||Sep 2011 - Current||6|
|Pershing Llc - Lockwood||Malvern, PA||Jun 2009 - Sep 2011||2|
|Unemployed||West Chester, PA||Dec 2008 - May 2009||< 1|
|Nuveen Investments||Radnor, PA||Aug 2008 - Nov 2008||< 1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Mar 2000 - Jul 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management5,954MILLIONS
Total Number of Accounts37,342ACCOUNTS
Average Account Value$159,436
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV
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