Independent Financial Partners
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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
Years of Experience
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Independent Financial Partners Brokerage Details
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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.
Suntrust Investment Services, Inc
Benjamin Summers has no disclosures.
Please visit their SEC profile for more details.