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David Lynn Summers

EAGLE INVESTMENT ADVISORS, LLC·DOWNINGTOWN, Pennsylvania
Clean recordEAGLE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Lynn Summers is a registered financial advisor based in DOWNINGTOWN, Pennsylvania, affiliated with EAGLE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
EAGLE INVESTMENT ADVISORS, LLC
EAGLE INVESTMENT ADVISORS
AUM
$151M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EAGLE INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4467480
Firm CRD# 144094
View on FINRA BrokerCheck →

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05

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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Other Advisors at EAGLE INVESTMENT ADVISORS, LLC

Jay Alan Painter
DOWNINGTOWN, PA

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