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CFP
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CFP

Ann Summerson

Raymond James & Associates, INC.
27 Years of Experience
Reston, VA
Broker
View SEC Summary
View SEC Summary

Ann Summerson is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Reston, VA, with 27 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5790 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1950 Opportunity Way, Ste 950, Reston, VA, 20190

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. Incorporated
July 2007 - September 2022 · 15 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
July 2007 - September 2022 · 15 yrs 2 mos
Ferris, Baker Watts IncorporatedBroker
May 2003 - August 2007 · 4 yrs 3 mos
Ferris, Baker Watts Incorporated
May 2003 - August 2007 · 4 yrs 3 mos
Prudential Securities Incorporated
January 2002 - May 2003 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
December 1998 - May 2003 · 4 yrs 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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