Benjamin
Summers

Independent Financial Partners

CRD#4786141
Investment Advisor
in Raleigh, NC
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About this Advisor

Benjamin Summers is a certified financial planner based in Raleigh, North Carolina, with a total of 12 years of work experience. Summers is an employee of Independent Financial Partners. The advisor has gained experience at Suntrust Investment Services, Inc, Suntrust Bank and Lpl Financial. Summers holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California, Vermont, Virginia, South Carolina, Florida, North Carolina and Texas. Independent Financial Partners is an advisory business that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 277 locations and a total of 606 people on staff. It controls $10 billion in total assets between its 35,966 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 68 charities and foundations. Of its 35,966 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on which services the firm provides the client. Fees billed by Independent Financial Partners likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

3009 Sylvannia Dr
Raleigh, NC 27607

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

NC Average: $1,855,561,029
Total Number of Employees

432

NC Average: 62
Total Number of Accounts

30,286

NC Average: 2,474
Average Account Size

$177,758

NC Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Benjamin Summers Work History

Benjamin has 12 years of experience.

2011 - Present (8 years)

Lpl Financial

2006 - 2011 (5 years)

Suntrust Investment Services, Inc

2006 - 2009 (3 years)

Suntrust Bank

Disclosures

Benjamin Summers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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