AP
AP

Alynn Jay Plaisted

28 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

5120 Selkirk Drive, Suite 200, Birmingham, AL, 35242

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History

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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Other Business ActivitiesSells Insurance

Alynn is an Investment Advisor Representative (IAR) and financial advisor with Summit Financial d/b/a Garrett, Perkins & Horton Advisory Partners, dedicating full-time hours to trading, investment, and reviewing client accounts. Alynn also works as a fixed insurance agent for both Summit Financial and PKSF, spending minimal time providing insurance advice.

Employment History
Current Registrations
Summit Financial, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - August 2025 · 1 yr 7 mos
Ameriprise Financial Services, LLC
July 1997 - January 2024 · 26 yrs 6 mos
Ameriprise Financial Services, LLCBroker
May 1997 - January 2024 · 26 yrs 8 mos
Ids Life Insurance CompanyBroker
May 1997 - July 2006 · 9 yrs 2 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.