Kevin Summa
Kevin Summa is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nokomis, FL, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Nokomis, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is the owner of Summa Financial Services, which is primarily a name on his checking account for reporting, paying bills, rent, lease, and insurance. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services
A. G. Edwards & Sons, INC.Broker
Piper Jaffray INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations15 states
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