SO
CFP
SO
CFP
Summer Odin
10 Years of Experience
Simi Valley, CA
1 DisclosureBroker
Summer Odin is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Simi Valley, CA, with 10 years of industry experience. Summer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Simi Valley, CA
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
April 2020Employment History
Current Registrations
D.A. Davidson & CO.
February 2022 - Present · 4 yrs 5 mos
D.A. Davidson & CO.Broker
February 2022 - Present · 4 yrs 5 mos
D.A. Davidson & CO.
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2014 - May 2020 · 6 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2013 - May 2020 · 6 yrs 5 mos
State Registrations40 states
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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.