Benjamin Summers is a CFP-designated registered investment advisor, based in Raleigh, NC, with 21 years of industry experience.
Location
3009 Sylvannia Dr, Raleigh, NC, 27607
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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
Benjamin is a producing agent for Crump Life Insurance Services since 2013 and The Pinnacle Group since 2015, selling life, disability, long-term care, and fixed/indexed annuities, dedicating minimal time and a few hours per week, respectively. He also uses Yarrell Creek Wealth as a DBA for his investment and financial planning business since 2018.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations5 states
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.