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.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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
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