Scott
Summerlin
Pfg Advisors
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About this Advisor
Scott Summerlin is a financial advisor based in Eagle, Idaho, working with Pfg Advisors. Scott has previously held positions at Principal Life Ins Company, Princor Financial Services Corporation, Starlifter Wealth Management, Principal Securities Inc, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Scott has passed the Series 66 regulatory exam and is registered to provide services in Idaho. Currently, Scott is part of Pfg Advisors, which operates out of Eagle, Idaho. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$2,333,278,575
115
11,752
$198,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Scott Summerlin Work History
Osaic Wealth, Inc
Securities America, Inc
Pfg Advisors
Starlifter Wealth Management
Principal Life Ins Company
Principal Securities Inc
Princor Financial Services Corporation
Disclosures
Please visit the SEC profile of Scott Summerlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pfg Advisors
Springfield, OR
Phoenix, AZ
Glendale, AZ
Phoenix, AZ
Eagle, ID
Austin, TX
Eugene, OR
Alameda, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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