AS
CFA
AS
CFA

Austin Summers

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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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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Other Business Activities

Austin is an Investment Advisor Representative (IAR) with Merit Financial Group since September 2022. This activity takes up a full-time commitment.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 6 mos
Merit Financial Advisors
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
September 2022 - August 2024 · 1 yr 11 mos
Cambridge Investment Research, INC.Broker
June 2020 - September 2022 · 2 yrs 3 mos
State Registrations2 states
TXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Austin Summers - Financial Advisor | TrueAdvisor