David Summers is a CFA-designated registered investment advisor, based in Atlanta, GA, with 27 years of industry experience.
Location
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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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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David is a managing director at DJRCSM, LLC, dedicating minimal time to financial advisory work. He also owns Avigron Investments, spending minimal time on it.
Employment History
Current Registrations
Arkadios Wealth Advisors
October 2018 - Present · 7 yrs 7 mos
Arkadios CapitalBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - October 2018 · 5 yrs 8 mos
Raymond James & Associates, INC.
February 2013 - October 2018 · 5 yrs 8 mos
Morgan Keegan & Company, INC.Broker
September 2010 - February 2013 · 2 yrs 5 mos
Morgan Keegan & Company, INC.
September 2010 - February 2013 · 2 yrs 5 mos
Yieldquest Securities, LLCBroker
August 2005 - September 2010 · 5 yrs 1 mo
Yieldquest Advisors, LLC
November 2004 - September 2010 · 5 yrs 10 mos
Register & Akers Investments, INC.Broker
June 2004 - September 2005 · 1 yr 3 mos
Mcdonald Investments INC.Broker
September 2001 - July 2004 · 2 yrs 10 mos
First Union Securities, INC.Broker
October 1999 - September 2001 · 1 yr 11 mos
First Union Capital Markets CORP.Broker
July 1998 - October 1999 · 1 yr 3 mos
Investors Associates, INC.Broker
July 1996 - August 1996 · 1 mo
State Registrations36 states
AKALARAZCACOCTDEFLGAILINKSKYLAMAMDMIMNMONCNENJNMNVNYOHORPASCTNTXUTVAWIWV
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Exams
No exam information available for this advisor.