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Thomas Cornell Barringer Davison

SUMMIT FINANCIAL STRATEGIES INC·COLUMBUS, Ohio
Unclaimed Profile
7965 NORTH HIGH STREET, COLUMBUS, OH 43235-8446CRD# 4659405Firm CRD# 110112
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About

Thomas Cornell Barringer Davison is a registered financial advisor based in COLUMBUS, Ohio, affiliated with SUMMIT FINANCIAL STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT FINANCIAL STRATEGIES INC
SUMMIT FINANCIAL STRATEGIES INC
AUM
$1.8B
Regulatory assets under management
Employees
32
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
Regulatory
SEC/IARD CRD# 4659405
Firm CRD# 110112
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Cornell Barringer Davison offer?
Thomas Cornell Barringer Davison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Thomas Cornell Barringer Davison's credentials?
Thomas Cornell Barringer Davison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Cornell Barringer Davison located?
Thomas Cornell Barringer Davison is based in COLUMBUS, Ohio, working with SUMMIT FINANCIAL STRATEGIES INC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Thomas Cornell Barringer Davison charge for services?
Thomas Cornell Barringer Davison's firm is compensated through percentage of aum, other: financial planning fee calculated on total net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL STRATEGIES INC?
SUMMIT FINANCIAL STRATEGIES INC has approximately 32 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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