Summer Dorn, financial advisor Casselberry FL

Summer Dorn

CRD Number: 4892488
Current Firm: Fairway Financial, LLC

Summer Dorn (CRD# 4892488) is an Investment Advisor Representative working at Fairway Financial, LLC in Casselberry, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fairway Financial, LLC Casselberry, FL Jul 2017 - Current 6
Calton & Associates, Inc. Orlando, FL May 2015 - Current 8
Fairway Financial Casselberry, FL Nov 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Summer Dorn
Phone Number: 407-628-0850
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $378,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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