Summer Matthews, financial advisor Loxahatchee FL
90 score

Summer Matthews

CRD Number: 5951774
Current Firm: Pnc Investments

Summer Matthews (CRD# 5951774) is an Investment Advisor Representative working at Pnc Investments in Loxahatchee, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Bank Acreage, FL Sep 2013 - Current 3
Pnc Investments LLC Pittsburgh, PA Sep 2013 - Current 3
N/a Wellington, FL Feb 2013 - Sep 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach, FL Jun 2011 - Feb 2013 1
Bank Of America, N.a. Palm Beach, FL Jun 2011 - Feb 2013 1
Wachovia A Well Fargo Co Burlington, NC Aug 2010 - Jun 2011 < 1
Wells Fargo Financial Burlington, NC May 2010 - Aug 2010 < 1
Elon University Burlington, NC Sep 2009 - May 2010 < 1
Talecris Biotherapeutics Research Triangle, NC Jun 2009 - Sep 2009 < 1
Elon University Burlington, NC Sep 2008 - Jun 2009 < 1
Aramark Burlington, NC Jun 2008 - Oct 2008 < 1
Elon University Burlington, NC Sep 2007 - Jun 2008 < 1
Star Vacations Del Mar, CA Jun 2007 - Sep 2007 < 1
Elon University Burlington, NC Sep 2006 - Jun 2007 < 1
Starbucks Solana Beach, CA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Summer C. Matthews
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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