Home Page

James A. Summers, AAMS, CRPS

Wealth Management, Financial Planning, Retirement Income, Risk Management Planning (Insurance)

I have obtained the Accredited Asset Management Specialist ("AAMS"), and a Chartered Retirement Plans Specialist ("CRPS") designations from the *COLLEGE FOR FINANCIAL PLANNING. I am dually licensed and registered as a Registered Representative ("RR") and an Investment Advisor Representative ("IAR") with LPL Financial. I hold my Insurance licenses for Life, Health, and Long Term Care.

Fees are based on the value of your Assets Under Management ("AUM"). An annual fee, pro-rated and billed quarterly, based on the prior quarters ending balance. I also support commission based accounts when appropriate.

I look forward to being part of your financial team.

Respectfully,

James A. Summers, AAMS, CRPS