Michael Summers, financial advisor York PA

Michael Summers

CRD Number: 1303835
Current Firm: Investment Research Corp

Michael Summers (CRD# 1303835) is an Investment Advisor Representative working at Investment Research Corp in York, PA and has over 39 years of experience in the finance industry. Michael Summers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
World Capital Brokerage, Inc. Denver, CO Jan 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Michael V. Summers
Phone Number: 303-626-0634
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $372,026
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV

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