Frank Summers is a registered investment advisor, based in Charlotte, NC, with 15 years of industry experience.
Location
5200 77 Center Drive, Suite 330, Charlotte, NC, 28217
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Regulatory History (1)
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Financial
December 2019Final
Other Business Activities
Frank is a board member for Monroe Road Advocates and an executive committee lead for Rainbow Foster Network. He also works as an adjunct instructor and professor for American College, teaching Chartered Life Underwriting, dedicating a few hours per week to these teaching roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2020 - Present · 6 yrs
Cetera Investment Services LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
Edward Jones
July 2018 - March 2020 · 1 yr 8 mos
Edward JonesBroker
June 2018 - March 2020 · 1 yr 9 mos
Metlife Securities INC.Broker
February 2006 - March 2009 · 3 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2006 - July 2007 · 1 yr 5 mos
Veravest Investments, INC.Broker
April 1999 - February 2004 · 4 yrs 10 mos
State Registrations10 states
ALFLILMANCNJORSCTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.