Summer Deal
Summer Deal is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in LaGrange, GA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
306 Church Street, LaGrange, GA, 30240
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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
Summer sells fixed life insurance, equity indexed annuities, fixed annuities, long term care insurance, and disability insurance through True North Investments. She is also a co-owner of True North Investments, LLC and TNI Realty, LLC, spending minimal time on the real estate venture.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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