David
Summers
Dent Wealth Advisors
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About this Advisor
David Summers is a financial advisor based in Baton Rouge, Louisiana, working with Dent Wealth Advisors. David has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Christ The Servant Lutheran Church, and Eagle Strategies LLC. David has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, David is part of Dent Wealth Advisors, which operates out of Baton Rouge, Louisiana. The firm has 5 employees and manages assets totaling $275.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Dent Wealth Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dent Wealth Advisors Brokerage Details
$275,831,015
5
541
$509,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Summers Work History
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Christ The Servant Lutheran Church
Disclosures
Please visit the SEC profile of David Summers 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 Dent Wealth Advisors
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
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