James Summers
James Summers is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Fayetteville, AR, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3945 N. Vantage Dr., Suite 3, Fayetteville, AR, 72703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner in Better Together Investments LLC, a small LLC for a potential business site, and The Buckley Group LLC, a small real estate rental. He also serves as an officer for Creative School and a board member for Lifestyles Inc., dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Arvest Asset ManagementBroker
Arvest Asset Management
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations33 states
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