Gerald Summers

Further information about Gerald Summers:

Gerald O. Summers is a financial service professional with over twenty-eight years of experience. Mr. Summers currently operates his own financial advisory firm, Gerald O. Summers, LLC and independent insurance agency. His past experience includes working with some of the country's largest brokerage firms as a Vice President, Senior Vice President and Manager.

Education/Advanced Study: BA in Finance from The Union Institute and University and the following designations: CFP(R), CLU, ChFC, CASL(TM), and Qualified Kingdom Advisor(TM) (see Designations).

Mr. Summers has been awarded a five star quality rating by Paladin Registry after a comprehensive review of my credentials, ethics, business practices, and financial services. Only 7% of the advisors in the financial services industry qualify for the Registry's highest quality rating.

Professional Affiliations: Past President of the local Greater Cincinnati Financial Planning Organization (ICFP) now the Financial Planning Association (FPA(R)).

Mr. Summers is married with two children and lives in West Chester, Ohio.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Gerald O. Summers is an independent insurance agent and Investment Advisor Representative offering advisory services through Gerald O. Summers, LLC an Ohio and Texas Registered Investment Advisor

Education:

Education/Advanced Study: BA in Finance from The Union Institute and University

Designations: CFP(R), CLU, ChFC, CASL(TM), and Qualified Kingdom Advisor(TM)

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Further information about Gerald O. Summers. LLC:

(Size of firm: 0-9 advisors)

Every client needs an advocate for his or her financial well being.

I'm committed to place and support your interests before any other to eliminate any possible conflicts of interest. Each client receives personal attention and significant time is devoted to understanding you on an individual basis while learning everything there is to know about your financial state and perspective, your capacity to endure investment risk and your future requirements.

Taking time to develop a written investment plan is necessary for proper planning. Along with your plan, your options will be explained in detail including conceivable expectations of your investments. These are essential to providing advice you can count on.