Todd Summers is a registered investment advisor, based in Austin, TX, with 14 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Todd is involved in several outside business activities, including a construction company, emergency services district, and other board positions. He also works as an investment advisor representative (IAR) through Kestra Advisory Services and as a financial advisor for Seasons Wealth, LLC, focusing on portfolio management and financial planning.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 states
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