Summer SalisburyCRD Number: 7283748
Current Firm: Charles Schwab & Company, Inc.
Summer Salisbury (CRD# 7283748) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Td Ameritrade||Brentwood, CA||Aug 2020 - Current||1|
|Instacart||San Francisco, CA||Jun 2017 - Current||5|
|University Of Massachusetts Amherst||Amherst, MA||Aug 2016 - May 2020||3|
|Csm Sports And Entertainment||San Francisco, CA||Jun 2019 - Aug 2019||< 1|
|Umass Campus Recreation Center||Amherst, MA||Aug 2017 - Nov 2018||1|
|Santa Clara University||Santa Clara, CA||Jun 2017 - Aug 2017||< 1|
|University Of Massachusetts Amherst Athletics||Amherst, MA||Sep 2016 - May 2017||< 1|
|Ymca Northampton||Northampton, MA||Aug 2016 - Apr 2017||< 1|
|Black Diamond Kids Center And Dance Academy||Brentwood, CA||Aug 2015 - Aug 2016||1|
|Carondelet High School||Concord, CA||Aug 2012 - May 2016||3|
|Cyo Basketball||Brentwood, CA||Nov 2014 - Feb 2016||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.