Daniel SummerlinCRD Number: 4606372
Current Firm: Captrust
Daniel Summerlin (CRD# 4606372) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Capfinancial Partners, LLC||Raleigh, NC||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management173,567MILLIONS
Total Number of Accounts3,747ACCOUNTS
Average Account Value$46,321,716
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV