Unclaimed Profile

David Lynn Summers

EAGLE INVESTMENT ADVISORS, LLC·DOWNINGTOWN, Pennsylvania

Series 7, Series 66Clean record23 years registeredEAGLE INVESTMENT ADVISORS, LLC

131 WALLACE AVENUE, DOWNINGTOWN, PA 19335CRD# 4467480Firm CRD# 144094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lynn Summers · DOWNINGTOWN, PA

Registration

CRD #4467480 · EAGLE INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

EAGLE INVESTMENT ADVISORS

Jun 2012 – present

EAGLE INVESTMENT ADVISORS, LLC

Jul 2006 – Jun 2007

EXTON, PA

WEATHERVANE WEALTH MANAGEMENT, LLC

Aug 2004 – Oct 2006

EXTON, PA

PATRIOT ADVISORS, INC.

Mar 2004 – Aug 2004

EXTON, PA

BONDS & PAULUS ASSOCIATES, INC.

Sep 2002 – Nov 2003

EXTON, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 30, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLE INVESTMENT ADVISORS, LLC

CRD 144094 · SEC 801-118074

AUM

$151M

Regulatory assets under management

Employees

254 client accounts

Services offered by EAGLE INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EAGLE INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Lynn Summers offer?

David Lynn Summers specializes in Investment Management, Wealth Management. Contact their office in DOWNINGTOWN, Pennsylvania for a consultation.

What are David Lynn Summers's credentials?

David Lynn Summers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lynn Summers located?

David Lynn Summers is based in DOWNINGTOWN, Pennsylvania, working with EAGLE INVESTMENT ADVISORS, LLC. Their office serves clients in the DOWNINGTOWN metropolitan area and surrounding communities.

How does David Lynn Summers charge for services?

David Lynn Summers's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE INVESTMENT ADVISORS, LLC?

EAGLE INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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