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Professional Profile for Gerald Summers

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Gerald Summers

West Chester, OH, 45069

Telephone: [513] 755-9387

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My Business Philosophy

Every client needs an advocate for his or her financial well being. I 'm committed to place and support your interests before any other to eliminate any possible conflicts of interest. Each client receives personal attention and significant time is devoted to understanding you on an individual basis while learning everything there is to know about your financial state and perspective, your capacity to endure investment risk and your future requirements. Taking time to develop a written investment plan is necessary for proper planning. Along with your plan, your options will be explained in detail including conceivable expectations of your investments. These are essential to providing advice you can count on.

My Education (Gerald Summers)

My degrees or years of college are:

• Union Institute and University/ BA

Financial Services

I have the following years of financial services experience:

• 28

I hold the following financial services industry certifications or designations:

• CFP® (Certified Financial Planner)

• CASL (Chartered Advisor in Senior Living)

My CRD or IARD number is:

• 145620

My financial registration and fiduciary status is:

• I am a Registered Investment Advisor

• I am not an Investment Advisor Representative

• I acknowledge I am a fiduciary when I provide financial advice or services

My compliance department requires the following disclosure:

• Gerald O. Summers is an Investment Advisor Representative offering advisory services through Gerald O. Summers, LLC an Ohio and Texas Registered Investment Advisor.

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Investment Strategy

• Current Plan Reviews

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Tax Efficient Strategies

• Current Portfolio Reviews

I provide the following investment products:

• None

My minimum asset requirement for investment advisory or money management services is:

• $250,000

My minimum net worth requirement for planning services is:

• $100,000

My primary professional association memberships include:

• Kingdom Advisors

Insurance Services & Products

I have the following years of insurance experience:

• 28

I hold the following insurance industry certifications or designations:

• CASL (Chartered Advisor for Senior Living)

• ChFC (Chartered Financial Consultant)

• CLU (Chartered Life Underwriter)

I hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

My insurance license number for my home state is:

• OH/19063

You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state:

• http://www.naic.org/state_web_map.htm

I market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Executive

Business Practices (All Professionals)

My methods of compensation are:

• Asset-based fee (Percent of assets)

• Hourly fee

• Commission (Insurance products)

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Monthly reports

• Quarterly reports

I generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Gerald Summers

Most Recent Update: December 23, 2008

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.