MS
CFP
MS
CFP

Michael Vanzandt Summers

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
177 clients
Average Client Portfolio
$358K average
Assets Under Management
$63.4M

Fee Structure

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Location

105 Leader Heights Road, Suite 100, York, PA, 17403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael owns Summers Financial Planning and Investments, focusing on investments and insurance sales, dedicating full-time hours to this endeavor. He is also an Investment Advisor Representative at Investment Research Corp, spending minimal time on this role.

Employment History
Current Registrations
Investment Research CORP
October 2016 - Present · 9 yrs 4 mos
World Capital Brokerage, INC.
January 2008 - Present · 18 yrs 1 mo
World Capital Brokerage, INC.Broker
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
1717 Capital Management CompanyBroker
October 1984 - January 2008 · 23 yrs 3 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Vanzandt Summers - Financial Advisor | TrueAdvisor