Kristina Summers is a CFP, ChFC-designated registered investment advisor, based in San Antonio, TX, with 27 years of industry experience.
Location
11503 NW Military Hwy, Suite 301, San Antonio, TX, 78231
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristina is involved in several business activities, including working as a financial advisor through Kestra Advisory Services and Kestra Private Wealth, LLC, which takes up a significant amount of her time. She also works with Caring Transitions, serves as Vice President & Secretary for Morningside Ministries, and works as a financial advisor for Seasons Wealth, LLC, where she analyzes and recommends insurance products.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
Princor Financial Services CorporationBroker
State Registrations9 states
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