Francis Summers
Francis Summers is a registered investment advisor at Wells Fargo Advisors, based in Virginia Beach, VA, with 39 years of industry experience. Francis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
208 Golden Oak Ct Stes 250 & 300, Reflections Iii, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2004Customer Dispute
March 2003Customer Dispute
January 2003Customer Dispute
October 1998Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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