Summer Salisbury (CRD# 7283748) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 2 years of experience in the finance industry. Summer Salisbury 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | San Francisco, CA | Dec 2022 - Current | 1 |
| Charles Schwab Bank, Ssb | San Francisco, CA | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | San Francisco, CA | Apr 2022 - Current | 2 |
| Instacart | San Francisco, CA | Jun 2017 - Current | 6 |
| Td Ameritrade Investment Management, LLC | San Francisco, CA | Dec 2021 - Dec 2022 | 1 |
| Td Ameritrade, Inc. | San Francisco, CA | Aug 2020 - Dec 2022 | 2 |
| 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
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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