Summer Deal, financial advisor Lagrange GA
93 score

Summer Deal

CRD Number: 5450097
Current Firm: Commonwealth Financial Network

Summer Deal (CRD# 5450097) is an Investment Advisor Representative working at Commonwealth Financial Network in Lagrange, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2012 - Current 4
Ellis & Ellis Investment Management, LLC Lagrange, GA Nov 2012 - Current 4
Lpl Financial Lagrange, GA Aug 2008 - Nov 2012 4
Lpl Financial Lagrange, GA Oct 2007 - Aug 2008 < 1
Center For Governmental Services Auburn, AL Sep 2004 - Oct 2007 3
Student-auburn University Auburn, AL Aug 2003 - Aug 2007 4
The Charter Companies Auburn, AL Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Summer P. Deal
Phone Number: 781-736-0700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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