Unclaimed Profile

Sue Ellen Summers

PURCELL ADVISORY SERVICES, LLC·TACOMA, Washington

Clean recordPURCELL ADVISORY SERVICES, LLC

945 SO. FAWCETT AVE., TACOMA, WA 98402CRD# 1972102Firm CRD# 117238

Profile Verification

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

Identity

Sue Ellen Summers · TACOMA, WA

Registration

CRD #1972102 · PURCELL ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sue Ellen Summers is a registered financial advisor based in TACOMA, Washington, affiliated with PURCELL ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PURCELL ADVISORY SERVICES, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Security ratings or pricing services

Background

Compensation

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 1972102

Firm CRD# 117238

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Frequently Asked Questions

What services does Sue Ellen Summers offer?

Sue Ellen Summers specializes in Financial Planning. Contact their office in TACOMA, Washington for a consultation.

What are Sue Ellen Summers's credentials?

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

Where is Sue Ellen Summers located?

Sue Ellen Summers is based in TACOMA, Washington, working with PURCELL ADVISORY SERVICES, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Sue Ellen Summers charge for services?

Sue Ellen Summers's firm is compensated through other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PURCELL ADVISORY SERVICES, LLC?

PURCELL ADVISORY SERVICES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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