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Sue Ellen Summers

PURCELL ADVISORY SERVICES, LLC·TACOMA, Washington
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredPURCELL 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 · 28 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PURCELL ADVISORY SERVICES, LLC
ROBUSTWEALTH, INC.
Jul 2018 – Jul 2021
Denver, CO
SYMETRA INVESTMENT SERVICES, INC.
Jun 2012 – Mar 2013
BELLEVUE, WA
PURCELL ADVISORY SERVICES, LLC
Dec 2009 – Mar 2013
TACOMA, WA
PORTFOLIO STRATEGIES INC
Jul 1998 – Mar 2010
TACOMA, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 7, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PURCELL ADVISORY SERVICES, LLC
CRD 117238 · SEC 801-62524
Employees
3
Total firm employees
Services offered by PURCELL ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Security ratings or pricing services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at PURCELL ADVISORY SERVICES, LLC →
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05

Frequently Asked Questions

What services does Sue Ellen Summers offer?
Sue Ellen Summers specializes in Financial Planning.
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, last registered with PURCELL ADVISORY SERVICES, LLC.
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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