Unclaimed Profile

James David Webb

SUMMIT CAPITAL SOLUTIONS LLC·BRENTWOOD, Tennessee

SIE, Series 7, Series 63, Series 65Clean record19 years registeredSUMMIT CAPITAL SOLUTIONS LLC

6 CADILLAC DRIVE, BRENTWOOD, TN 37027CRD# 5228988Firm CRD# 281478

Profile Verification

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

Identity

James David Webb · BRENTWOOD, TN

Registration

CRD #5228988 · SUMMIT CAPITAL SOLUTIONS LLC · 19 years registered

Brand Profile

Not yet started

Career History

SUMMIT CAPITAL SOLUTIONS LLC

Jan 2017 – present

VIRTUE CAPITAL MANAGEMENT, LLC

Oct 2013 – present

SUMMIT CAPITAL SOLUTIONS LLC

Nov 2015 – Dec 2016

NASHVILLE, TN

BROOKSTONE CAPITAL MANAGEMENT LLC

Jan 2007 – Oct 2013

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT CAPITAL SOLUTIONS LLC

CRD 281478 · SEC 801-106842

Employees

Total firm employees

Services offered by SUMMIT CAPITAL SOLUTIONS LLC

Per Form ADV

Other

View all advisors at SUMMIT CAPITAL SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does James David Webb offer?

James David Webb is a registered financial advisor in BRENTWOOD, Tennessee. Contact their office for details on services offered.

What are James David Webb's credentials?

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

Where is James David Webb located?

James David Webb is based in BRENTWOOD, Tennessee, working with SUMMIT CAPITAL SOLUTIONS LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does James David Webb charge for services?

James David Webb's firm is compensated through other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT CAPITAL SOLUTIONS LLC?

SUMMIT CAPITAL SOLUTIONS LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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