Justin Sumner (CRD# 5466087) is an Investment Advisor Representative working at Investment Design Management in West Linn, OR and has over 15 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Design Management | Westn Linn, OR | Jul 2023 - Current | < 1 |
| Securities America, Inc. | Lake Oswego, OR | Nov 2020 - Jul 2023 | 2 |
| Securities America Advisors, Inc. | Lake Oswego, OR | Nov 2020 - Jul 2023 | 2 |
| Arbor Point Advisors | Lake Oswego, OR | Nov 2020 - Jul 2023 | 2 |
| Kms Financial Services, Inc. | Seattle, WA | Apr 2012 - Nov 2020 | 8 |
| Sumner Financial Group | Lake Oswego, OR | Jul 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- OR
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$259,609
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
OR
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